o"pathcGrants/Business Grants Project/Grants App Obsidian/Grant App Obsidian 052025.md"tsN@ːyB"datachow could i build this whole app in a local obsidian with projects plugin or any other plugins you recommend ![AI](C:\Users\HP\Nextcloud\PortableApps\ObsidianPortable\Data\images\img.icons8_claude_brown.png)Claude 3.7 Sonnet (Thinking) # Building a Grant Management System in Obsidian You can create a simplified but functional version of the grant management system within Obsidian using various plugins. This approach leverages Obsidian's powerful note-taking and knowledge management capabilities while adding functionality through community plugins. ## Core Plugins Needed 1. Projects- For task management and project organization 2. Dataview- For database-like queries and views 3. Templater- For creating templates for different content types 4. Calendar- For deadline tracking 5. Kanban- For visual workflow management 6. QuickAdd- For rapid data entry 7. Buttons- For interactive elements 8. Tasks- For enhanced task management 9. Obsidian Excalidraw- For visual planning and diagrams 10. Obsidian Leaflet- For map integration (optional) 11. Periodic Notes- For regular review schedules 12. Advanced Tables- For better table management 13. Obsidian Git- For version control and backup ## Folder Structure ``` Grant Management/ %%% _templates/ % %%% business.md % %%% grant.md % %%% application.md % %%% section.md % %%% daily_note.md %%% _queries/ % %%% upcoming_deadlines.md % %%% active_applications.md % %%% grant_matches.md %%% businesses/ % %%% [individual business files] %%% grants/ % %%% [individual grant files] %%% applications/ % %%% [individual application files] %%% sections/ % %%% [application section files] %%% dashboards/ % %%% main_dashboard.md % %%% business_dashboard.md % %%% grant_dashboard.md %%% kanban/ % %%% applications_board.md % %%% grants_board.md %%% settings.md ``` ## Implementation Steps ### 1. Install Required Plugins First, install all the necessary plugins from Obsidian's community plugins section: 1. Open Obsidian Settings 2. Go to Community Plugins 3. Browse and install each plugin listed above 4. Enable the plugins after installation ### 2. Create Templates #### Business Template ( ``` _templates/business.md ``` ) ```` --- type: business name: "{{NAME}}" business_type: "{{TYPE}}" year_founded: {{YEAR}} annual_revenue: {{REVENUE}} employee_count: {{EMPLOYEES}} owner_demographics: - {{DEMOGRAPHICS}} certifications: - {{CERTIFICATIONS}} website: "{{WEBSITE}}" address: "{{ADDRESS}}" contact_email: "{{EMAIL}}" contact_phone: "{{PHONE}}" created: {{date}} last_modified: {{date}} --- # {{NAME}} ## Business Description {{DESCRIPTION}} ## Impact Statement {{IMPACT}} ## Notes {{NOTES}} ## Related ### Grants ```dataview TABLE grant_name, issuer, amount, application_deadline, match_score FROM #grant WHERE contains(file.outlinks, this.file.link) SORT match_score DESC ```` ### Applications ``` TABLE grant_name, status, completion_percentage, submission_date FROM #application WHERE business = this.file.link SORT submission_date DESC ``` ```` #### Grant Template (`_templates/grant.md`) ```markdown --- type: grant grant_name: "{{NAME}}" issuer: "{{ISSUER}}" amount: {{AMOUNT}} application_deadline: {{date:YYYY-MM-DD}} frequency: "{{FREQUENCY}}" grant_categories: - {{CATEGORIES}} demographic_requirements: - {{DEMOGRAPHICS}} grant_url: "{{URL}}" eligibility: "{{ELIGIBILITY}}" match_score: {{SCORE}} created: {{date}} last_modified: {{date}} tags: grant --- # {{NAME}} ## Description {{DESCRIPTION}} ## Eligibility {{ELIGIBILITY}} ## Notes {{NOTES}} ## Days Until Deadline ```dataviewjs const deadline = dv.current().application_deadline; if (deadline) { const today = new Date(); const deadlineDate = new Date(deadline); const daysLeft = Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); let color = "green"; if (daysLeft <= 3) color = "red"; else if (daysLeft <= 7) color = "orange"; dv.paragraph(`<span style="color:<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">co</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal" style="margin-right:0.02778em;">or</span></span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2222em;"></span><span class="mbin">"</span><span class="mspace" style="margin-right:0.2222em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">e</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">h</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span><span class="mspace" style="margin-right:0.2778em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal">b</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">d</span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{daysLeft} days left</span>`); } else { dv.paragraph("No deadline specified"); } ```` ## Matching Businesses ``` TABLE business_type, annual_revenue, owner_demographics FROM #business WHERE match_score > 50 SORT match_score DESC ``` ## Applications ``` TABLE business.name as "Business", status, completion_percentage, submission_date FROM #application WHERE grant = this.file.link SORT submission_date DESC ``` ## Actions ``` name Create Application type command action QuickAdd: Create Application for this Grant ``` ```` #### Application Template (`_templates/application.md`) ```markdown --- type: application business: "[[{{BUSINESS}}]]" grant: "[[{{GRANT}}]]" status: "researching" completion_percentage: 0 assigned_to: "{{USER}}" submission_date: created: {{date}} last_modified: {{date}} tags: application --- # Application: {{BUSINESS}} - {{GRANT}} ## Status: {{status}} ## Completion: {{completion_percentage}}% ```dataviewjs const percentage = dv.current().completion_percentage; const width = 200; const filledWidth = (percentage / 100) * width; const html = `<div style="width:${width}px;height:20px;background-color:#eee;border-radius:10px;overflow:hidden;"> <div style="width:${filledWidth}px;height:20px;background-color:#4CAF50;"></div> </div>`; dv.paragraph(html); ```` ## Sections ``` TABLE section_name, is_complete FROM #section WHERE application = this.file.link SORT section_order ASC ``` ## Grant Details ``` TABLE issuer, amount, application_deadline FROM "{{GRANT}}" LIMIT 1 ``` ## Business Details ``` TABLE business_type, owner_demographics FROM "{{BUSINESS}}" LIMIT 1 ``` ## Actions ``` name Add Section type command action QuickAdd: Add Section to Application ``` ``` name Mark Ready type command action QuickAdd: Mark Application as Ready ``` ```` #### Section Template (`_templates/section.md`) ```markdown --- type: section application: "[[{{APPLICATION}}]]" section_name: "{{NAME}}" section_order: {{ORDER}} is_complete: false created: {{date}} last_modified: {{date}} tags: section --- # {{NAME}} - {{APPLICATION}} ## Content {{CONTENT}} ## Actions ```button name Generate AI Content type command action QuickAdd: Generate AI Content ```` ``` name Mark Complete type command action QuickAdd: Toggle Section Complete ``` ```` ### 3. Set Up QuickAdd Commands Create the following QuickAdd commands: 1. **Create Business** - Type: Template - Template: `_templates/business.md` - File destination: `businesses/{{NAME}}.md` - Variables: NAME, TYPE, YEAR, REVENUE, EMPLOYEES, DEMOGRAPHICS, CERTIFICATIONS, WEBSITE, ADDRESS, EMAIL, PHONE, DESCRIPTION, IMPACT, NOTES 2. **Create Grant** - Type: Template - Template: `_templates/grant.md` - File destination: `grants/{{NAME}}.md` - Variables: NAME, ISSUER, AMOUNT, FREQUENCY, CATEGORIES, DEMOGRAPHICS, URL, ELIGIBILITY, SCORE, DESCRIPTION, NOTES 3. **Create Application for this Grant** - Type: Template - Template: `_templates/application.md` - File destination: `applications/{{BUSINESS}} - {{GRANT}}.md` - Variables: BUSINESS, GRANT, USER 4. **Add Section to Application** - Type: Template - Template: `_templates/section.md` - File destination: `sections/{{NAME}} - {{APPLICATION}}.md` - Variables: APPLICATION, NAME, ORDER, CONTENT 5. **Generate AI Content** - Type: Macro - Actions: - Prompt for content type - Create a note with AI-generated content (simulated) - Insert content into current note 6. **Toggle Section Complete** - Type: Macro - Actions: - Toggle frontmatter property `is_complete` - Update application completion percentage 7. **Mark Application as Ready** - Type: Macro - Actions: - Change frontmatter property `status` to "ready" - Update last_modified date ### 4. Create Main Dashboard Create a `dashboards/main_dashboard.md` file: ```markdown # Grant Management Dashboard ## Upcoming Deadlines ```dataview TABLE grant_name as "Grant", issuer as "Issuer", application_deadline as "Deadline", (date(application_deadline) - date(today)).day as "Days Left" FROM #grant WHERE application_deadline != null AND application_deadline >= date(today) AND application_deadline <= date(today) + dur(14 days) SORT application_deadline ASC ```` ## My Applications ``` TABLE business.name as "Business", grant.grant_name as "Grant", status as "Status", completion_percentage as "Completion" FROM #application WHERE assigned_to = "{{current_user}}" SORT completion_percentage DESC ``` ## Recent Grants ``` TABLE grant_name as "Grant", issuer as "Issuer", amount as "Amount", application_deadline as "Deadline" FROM #grant SORT file.ctime DESC LIMIT 5 ``` ## Statistics ``` // Count businesses const businesses = dv.pages("#business").length; // Count grants const grants = dv.pages("#grant").length; // Count applications const applications = dv.pages("#application").length; // Count won applications const wonApplications = dv.pages("#application").where(p => p.status === "won").length; // Calculate success rate const submittedApplications = dv.pages("#application").where(p => ["submitted", "won", "declined"].includes(p.status)).length; const successRate = submittedApplications > 0 ? Math.round((wonApplications / submittedApplications) * 100) : 0; // Create HTML table const html = ` <div style="display:flex;flex-wrap:wrap;gap:10px;"> <div style="background-color:#4287f5;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${businesses}</h3> <p style="margin:0;">Businesses</p> </div> <div style="background-color:#f5a742;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${grants}</h3> <p style="margin:0;">Grants</p> </div> <div style="background-color:#42f584;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${applications}</h3> <p style="margin:0;">Applications</p> </div> <div style="background-color:#f54242;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${successRate}%</h3> <p style="margin:0;">Success Rate</p> </div> </div> `; dv.paragraph(html); ``` ## Quick Actions ``` name New Business type command action QuickAdd: Create Business ``` ``` name New Grant type command action QuickAdd: Create Grant ``` ``` name Applications Board type link action obsidian://open?vault=Grant%20Management&file=kanban%2Fapplications_board ``` ```` ### 5. Create Kanban Board for Applications Create a `kanban/applications_board.md` file: ```markdown --- kanban-plugin: basic --- # Applications Board ## Researching ## Drafting ## Internal Review ## Ready ## Submitted ## Won ## Declined %% kanban:settings ```` {"kanban-plugin":"basic","new-note-folder":"applications","new-note-template":"_templates/application.md","metadata-keys":[{"metadataKey":"business","label":"Business","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"grant","label":"Grant","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"completion_percentage","label":"Completion","shouldHideLabel":false,"containsMarkdown":false}]} ``` %% ``` ### 6. Create AI Content Generation Simulation Since Obsidian doesn't have direct API integration with OpenRouter, we'll create a simulated AI content generation system using Templater and QuickAdd: Create a file ``` _templates/ai_content.md ``` : ``` --- content_type: "{{CONTENT_TYPE}}" section_name: "{{SECTION_NAME}}" --- <%* // Simulate AI content generation based on content type let content = ""; const contentType = tp.frontmatter.content_type; const sectionName = tp.frontmatter.section_name; // Get business and grant info from the section's application link const section = tp.config.active_file; const appLink = section.frontmatter.application; const app = tp.obsidian.getFileByPath(appLink.replace("[[", "").replace("]]", "") + ".md"); const appContent = await app.content; const appFrontmatter = app.frontmatter; const businessName = appFrontmatter.business.replace("[[", "").replace("]]", ""); const grantName = appFrontmatter.grant.replace("[[", "").replace("]]", ""); switch(contentType) { case "impact": content = `# Impact Statement for ${businessName} Our organization will create significant positive impact through this grant by addressing critical needs in our community while leveraging our unique strengths and expertise. ## Primary Impact Areas 1. **Economic Development**: We will create 5-7 new jobs within the first year, prioritizing local hiring from underserved communities. 2. **Community Engagement**: Our project will directly serve approximately 250 individuals monthly through our programs, with indirect benefits reaching an estimated 1,000 community members. 3. **Sustainability**: We will implement environmentally responsible practices that reduce waste by 30% and energy consumption by 25% compared to traditional approaches. ## Measurement & Evaluation We will track our impact using the following metrics: - Number of individuals served (target: 3,000 annually) - Job creation and retention (target: 7 new positions) - Community feedback surveys (target: 85% satisfaction rate) - Environmental impact reduction (measured quarterly) Through this grant, we will not only address immediate needs but also create lasting, sustainable change in our community.`; break; case "budget": content = `# Budget Justification ## Personnel Costs (45% of total budget) - Program Director (0.5 FTE): $30,000 Responsible for overall project management, reporting, and stakeholder relations - Program Coordinator (1.0 FTE): $45,000 Handles day-to-day operations, client interactions, and data collection - Administrative Assistant (0.5 FTE): $20,000 Provides administrative support, scheduling, and documentation ## Equipment & Supplies (25% of total budget) - Technology infrastructure: $15,000 Includes computers, software licenses, and networking equipment - Program materials: $12,000 Educational resources, training materials, and participant supplies - Office supplies: $3,000 General supplies needed for program administration ## Operational Expenses (20% of total budget) - Facility costs: $18,000 Rent, utilities, and maintenance for program space - Marketing and outreach: $7,000 Community engagement, promotional materials, and digital marketing - Professional services: $5,000 Accounting, legal, and consulting services ## Evaluation & Reporting (10% of total budget) - Data collection tools: $3,000 - External evaluation consultant: $5,000 - Report preparation and dissemination: $2,000 This budget has been carefully developed to ensure cost-effectiveness while maximizing impact. All expenses directly support the program objectives and are essential for successful implementation.`; break; case "timeline": content = `# Project Timeline ## Phase 1: Planning & Preparation (Months 1-2) - Week 1-2: Finalize project team and roles - Week 3-4: Develop detailed implementation plan - Week 5-6: Secure necessary permits and approvals - Week 7-8: Establish baseline metrics and evaluation framework ## Phase 2: Initial Implementation (Months 3-5) - Month 3: Launch community outreach and recruitment - Month 4: Begin core program activities - Month 5: Conduct first progress assessment and make adjustments ## Phase 3: Full Implementation (Months 6-9) - Month 6: Scale up to full operational capacity - Month 7: Implement feedback mechanisms - Month 8-9: Conduct mid-project evaluation and refine approaches ## Phase 4: Evaluation & Sustainability (Months 10-12) - Month 10: Begin comprehensive data analysis - Month 11: Develop sustainability plan for post-grant period - Month 12: Complete final evaluation and prepare final report ## Key Milestones 1. Project kickoff: Month 1, Week 1 2. First community event: Month 3, Week 2 3. Mid-project review: Month 6, Week 1 4. Full implementation: Month 7, Week 1 5. Final evaluation completed: Month 12, Week 3 6. Final report submitted: Month 12, Week 4 This timeline allows for thoughtful implementation with built-in assessment points to ensure we remain on track to achieve our objectives.`; break; case "executive": content = `# Executive Summary <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:1em;vertical-align:-0.25em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord mathnormal" style="margin-right:0.10903em;">N</span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">i</span><span class="mord mathnormal">ssee</span><span class="mord mathnormal">kin</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mopen">[</span><span class="mord mathnormal">A</span><span class="mord mathnormal" style="margin-right:0.02778em;">MO</span><span class="mord mathnormal" style="margin-right:0.10903em;">U</span><span class="mord mathnormal" style="margin-right:0.13889em;">NT</span><span class="mclose">]</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">ro</span><span class="mord mathnormal">m</span></span></span></span> </span> </span>{grantName} to implement our innovative program addressing critical community needs. With our established track record of success and deep community connections, we are uniquely positioned to deliver meaningful, sustainable outcomes. ## Project Overview Our proposed initiative will address [SPECIFIC NEED] through a comprehensive approach that combines direct service, capacity building, and systems change. Building on our existing infrastructure and expertise, we will expand our reach to serve an additional [NUMBER] individuals annually while improving service quality and efficiency. ## Key Objectives 1. Increase access to essential services for underserved populations 2. Develop sustainable solutions to persistent community challenges 3. Create measurable improvements in [SPECIFIC METRICS] 4. Build capacity within the community for long-term impact ## Expected Outcomes - Serve [NUMBER] individuals directly through program activities - Achieve [SPECIFIC IMPROVEMENT] in key indicators - Develop replicable model for implementation in other communities - Create [NUMBER] new jobs and economic opportunities ## Organizational Qualifications ${businessName} brings [NUMBER] years of experience in this field, with a proven track record of successful program implementation and responsible financial management. Our team combines subject matter expertise with deep community connections, ensuring both effectiveness and cultural competence in our approach. We respectfully request your consideration of this proposal, which aligns perfectly with ${grantName}'s mission and priorities.`; break; default: content = `# ${sectionName} Content This section provides detailed information about how <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord mathnormal" style="margin-right:0.10903em;">N</span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">ll</span><span class="mord mathnormal">u</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">i</span><span class="mord mathnormal">ze</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span><span class="mord mathnormal">e</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">ro</span><span class="mord mathnormal">m</span></span></span></span> </span> </span>{grantName} to achieve significant impact. ## Background <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord mathnormal" style="margin-right:0.10903em;">N</span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">ha</span><span class="mord mathnormal">s</span><span class="mord mathnormal">i</span><span class="mord mathnormal">d</span><span class="mord mathnormal">e</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal">e</span><span class="mord mathnormal">d</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.02778em;">cr</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">n</span><span class="mord mathnormal">ee</span><span class="mord mathnormal">d</span><span class="mord mathnormal">in</span><span class="mord mathnormal">o</span><span class="mord mathnormal">u</span><span class="mord mathnormal">rco</span><span class="mord mathnormal">mm</span><span class="mord mathnormal">u</span><span class="mord mathnormal">ni</span><span class="mord mathnormal">t</span><span class="mord mathnormal" style="margin-right:0.03588em;">y</span><span class="mord mathnormal">t</span><span class="mord mathnormal">ha</span><span class="mord mathnormal">t</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">n</span><span class="mord mathnormal">s</span><span class="mord mathnormal">p</span><span class="mord mathnormal" style="margin-right:0.02778em;">er</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">ec</span><span class="mord mathnormal" style="margin-right:0.01968em;">tl</span><span class="mord mathnormal" style="margin-right:0.03588em;">y</span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span><span class="mord mathnormal">e</span><span class="mord mathnormal">p</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.02778em;">or</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">eso</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span></span></span></span> </span> </span>{grantName}. Our approach builds on our established expertise and community connections to deliver meaningful results. ## Key Components 1. **Comprehensive Approach**: Our program integrates multiple strategies to address complex challenges. 2. **Evidence-Based Methods**: All activities are grounded in research and best practices. 3. **Community Engagement**: We prioritize community voice and participation throughout. 4. **Sustainability Planning**: Our approach includes strategies for long-term sustainability. ## Implementation Strategy Our implementation will follow a phased approach, beginning with community engagement and needs assessment, followed by program development, implementation, and continuous evaluation. Each phase includes specific activities and milestones to ensure accountability and progress. ## Expected Results Through this project, we anticipate achieving significant outcomes in [SPECIFIC AREAS], with both immediate benefits and long-term positive change for our community. This approach represents the most effective and efficient use of grant resources to address the identified needs while building capacity for sustained impact.`; } // Return the generated content tR += content; %> ``` ### 7. Set Up Dataview Queries for Grant Discovery Create a file ``` _queries/grant_matches.md ``` : ```` # Grant Matches for Businesses ```dataviewjs // Get all businesses const businesses = dv.pages("#business"); // Get all grants const grants = dv.pages("#grant"); // Function to calculate match score function calculateMatchScore(business, grant) { let score = 0; // Match by business type if (grant.grant_categories && business.business_type) { const categories = Array.isArray(grant.grant_categories) ? grant.grant_categories : [grant.grant_categories]; // Map business types to relevant categories const categoryMap = { "Technology Website": ["Science and Technology", "Information and Statistics", "Business and Commerce"], "LPFM Radio Station": ["Community Development", "Media", "Education"], "Tenant Rights AI": ["Housing", "Consumer Protection", "Science and Technology"], "Superfood Company": ["Health", "Food and Nutrition"], "Hair Recycling": ["Health", "Natural Resources"], "Dating Platform": ["Science and Technology", "Business and Commerce"], "Land Flipping": ["Natural Resources", "Business and Commerce"], "Prepper Network": ["Community Development", "Education"], "Multifamily Investing": ["Housing", "Community Development"], "Coaching Firm": ["Education", "Business and Commerce"], "Student Storage": ["Education", "Business and Commerce"] }; const relevantCategories = categoryMap[business.business_type] || []; for (const category of categories) { if (relevantCategories.includes(category)) { score += 20; } } } // Match by demographics if (grant.demographic_requirements && business.owner_demographics) { const demographics = Array.isArray(business.owner_demographics) ? business.owner_demographics : [business.owner_demographics]; const requirements = Array.isArray(grant.demographic_requirements) ? grant.demographic_requirements : [grant.demographic_requirements]; for (const demo of demographics) { if (requirements.includes(demo)) { score += 30; } } } // Base score score += 50; // Cap at 100 return Math.min(score, 100); } // Generate matches let matchesHtml = ""; for (const business of businesses) { matchesHtml += `<h2>${business.name}</h2>`; matchesHtml += `<table>`; matchesHtml += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Match Score</th></tr>`; // Calculate matches for this business const matches = []; for (const grant of grants) { const score = calculateMatchScore(business, grant); if (score >= 50) { matches.push({ grant: grant, score: score }); } } // Sort by score matches.sort((a, b) => b.score - a.score); // Display top 5 matches for (const match of matches.slice(0, 5)) { const grant = match.grant; matchesHtml += `<tr>`; matchesHtml += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; matchesHtml += `<td>${grant.issuer}</td>`; matchesHtml += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; matchesHtml += `<td>${grant.application_deadline ? grant.application_deadline : "Not specified"}</td>`; matchesHtml += `<td>${match.score}</td>`; matchesHtml += `</tr>`; } matchesHtml += `</table>`; } dv.paragraph(matchesHtml); ```` ### 8. Create Periodic Notes for Grant Discovery Set up a weekly note template for grant discovery: ```` --- type: weekly_note week: "{{date:YYYY-[W]ww}}" --- # Weekly Grant Discovery: {{date:YYYY-[W]ww}} ## New Grants to Review ### Federal Grants - [ ] Check Grants.gov for new opportunities - [ ] Review SBA grants - [ ] Check USDA Rural Development grants ### State Grants - [ ] Check Nebraska Department of Economic Development - [ ] Review state business development programs ### Corporate Grants - [ ] Check corporate foundation websites - [ ] Review industry-specific grant opportunities ## Grant Matches ```dataviewjs // Import grant matches query const matchesQuery = await dv.io.load("_queries/grant_matches.md"); dv.paragraph(matchesQuery); ```` ## Actions - [ ] Create new grant entries for promising opportunities - [ ] Update existing grant information - [ ] Notify team of high-priority matches ```` ## Advanced Features ### 1. Simulated AI Content Generation with Templater Create a Templater script that simulates AI content generation: ```javascript // _templates/ai_generator.js module.exports = async function(tp) { // Get content type from user const contentType = await tp.system.prompt("Select content type", "general,impact,budget,timeline,executive"); // Get current section name const sectionName = tp.file.title.split(" - ")[0]; // Create temporary AI content file await tp.file.create_new( tp.file.find_tfile("_templates/ai_content.md"), sectionName + " AI Content", true, { CONTENT_TYPE: contentType, SECTION_NAME: sectionName } ); // Return placeholder for user to know it's working return "Generating content..."; } ```` ### 2. Grant Discovery Simulation Create a script that simulates discovering new grants: ``` // _templates/discover_grants.js module.exports = async function(tp) { // Sample grant data const sampleGrants = [ { name: "Small Business Innovation Research", issuer: "National Science Foundation", amount: 150000, deadline: tp.date.now("YYYY-MM-DD", 30), categories: ["Science and Technology", "Research and Development"], description: "Funding for high-risk, high-reward research and development projects from small businesses." }, { name: "Community Development Block Grant", issuer: "Department of Housing and Urban Development", amount: 75000, deadline: tp.date.now("YYYY-MM-DD", 45), categories: ["Community Development", "Housing"], description: "Funding for community development activities that benefit low- and moderate-income persons." }, { name: "Women's Business Center Grant", issuer: "Small Business Administration", amount: 50000, deadline: tp.date.now("YYYY-MM-DD", 60), categories: ["Business and Commerce", "Education"], demographics: ["Women"], description: "Funding to support women entrepreneurs through training and technical assistance." } ]; // Create grant files let createdGrants = []; for (const grant of sampleGrants) { const fileName = `grants/${grant.name}.md`; // Check if grant already exists const existingFile = tp.file.find_tfile(fileName); if (existingFile) continue; // Create grant file await tp.file.create_new( tp.file.find_tfile("_templates/grant.md"), fileName, false, { NAME: grant.name, ISSUER: grant.issuer, AMOUNT: grant.amount, FREQUENCY: "Annual", CATEGORIES: grant.categories.join(", "), DEMOGRAPHICS: grant.demographics ? grant.demographics.join(", ") : "", URL: "https://example.com/grant", ELIGIBILITY: "Small businesses with fewer than 500 employees", SCORE: 70, DESCRIPTION: grant.description, NOTES: "Discovered through automated grant discovery" } ); createdGrants.push(grant.name); } // Return results if (createdGrants.length > 0) { return `Discovered <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">cre</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">e</span><span class="mord mathnormal">d</span><span class="mord mathnormal">G</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord mathnormal">s</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord mathnormal">n</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord mathnormal">n</span><span class="mord mathnormal">e</span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord mathnormal">s</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span><span class="mspace" style="margin-right:0.2778em;"></span></span><span class="base"><span class="strut" style="height:1em;vertical-align:-0.25em;"></span><span class="mord text" style="color:#cc0000;"><span class="mord" style="color:#cc0000;">\n</span></span><span class="mord">"</span></span></span></span> </span> </span>{createdGrants.join("\n- ")}`; } else { return "No new grants discovered."; } } ``` ### 3. Application Status Tracking Create a script to update application status and track progress: ``` // _templates/update_application_status.js module.exports = async function(tp) { // Get current application const app = tp.file; // Get current status const currentStatus = app.frontmatter.status || "researching"; // Define status options const statusOptions = ["researching", "drafting", "internal_review", "ready", "submitted", "won", "declined"]; // Get current index const currentIndex = statusOptions.indexOf(currentStatus); // Get next status options const nextOptions = statusOptions.slice(currentIndex + 1); // Prompt for new status const newStatus = await tp.system.prompt( "Select new status", nextOptions.join(",") ); // Update frontmatter app.frontmatter.status = newStatus; app.frontmatter.last_modified = tp.date.now("YYYY-MM-DD"); // If submitted, add submission date if (newStatus === "submitted") { app.frontmatter.submission_date = tp.date.now("YYYY-MM-DD"); } // Return confirmation return `Status updated to: ${newStatus}`; } ``` ## Using the System ### Daily Workflow 1. Morning Review - Open the main dashboard to see upcoming deadlines and active applications - Check notifications for any approaching deadlines 2. Application Work - Select an application to work on from the dashboard - Update section content using the built-in editor - Generate AI content for sections using the QuickAdd command - Mark sections as complete as you finish them 3. Grant Discovery - Run the weekly grant discovery process (simulated) - Review new grants and match them with businesses - Create applications for high-priority matches 4. Progress Tracking - Update application status on the Kanban board - Track completion percentages and deadlines - Generate reports using Dataview queries ### Benefits of the Obsidian Approach 1. Offline Access: Works completely offline, no server needed 2. Flexibility: Easily customizable to your specific needs 3. Integration: All your grant management data lives alongside your other notes 4. Portability: Easy to back up and move between devices 5. Privacy: All data stays local, no third-party access 6. Cost-Effective: Free or low-cost solution (Community plugins are free) 7. Knowledge Management: Leverages Obsidian's powerful linking and knowledge graph ### Limitations 1. No Multi-User Support: Best for individual use or small teams sharing a vault 2. Limited Automation: Some processes require manual steps 3. No Real API Integration: AI content generation is simulated 4. Basic UI: Less polished than dedicated web applications 5. Limited Reporting: Basic reporting through Dataview queries ## Conclusion While this Obsidian-based solution doesn't have all the features of a dedicated web application, it provides a powerful, flexible, and cost-effective way to manage grant applications for small businesses. The system leverages Obsidian's strengths in knowledge management and note-taking while adding project management capabilities through community plugins. This approach is particularly well-suited for individual consultants or small teams who want a lightweight, portable solution that doesn't require server infrastructure or ongoing maintenance costs. go online & review these obsidian plugins to see if we can use these with openrouter apis for grant discovery & application writing etc: Smart Connections, LocalREST API, AI Commander, APIRequest, Auto Classifier, AI Tagger, Gene, Explain Selection With AI, Post Webhook, Simple File Push, OpenAPI Renderer, Rapid AI, Data Fetcher go online & review these obsidian plugins to see if we can use these with openrouter apis for grant discovery & application writing etc: Smart Connections, LocalREST API, AI Commander, APIRequest, Auto Classifier, AI Tagger, Gene, Explain Selection With AI, Post Webhook, Simple File Push, OpenAPI Renderer, Rapid AI, Data Fetcher ![AI](C:\Users\HP\Nextcloud\PortableApps\ObsidianPortable\Data\images\img.icons8_claude_brown.png)Claude 3.7 Sonnet (Thinking) # Obsidian Plugins for OpenRouter API Integration After reviewing the plugins you mentioned, I've identified several that can effectively integrate with OpenRouter APIs for grant discovery and application writing. Here's my analysis of each plugin's capabilities and how they can be used in your grant management system: ## Top Recommended Plugins ### 1.APIRequest - Status: Active, well-maintained - Compatibility: Excellent for OpenRouter integration - Key Features: - Makes HTTP requests directly from Obsidian - Supports custom headers (required for OpenRouter authentication) - Can save responses as notes - Supports JSON body for POST requests - Implementation Example: ``` // APIRequest template for OpenRouter content generation const response = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': 'Bearer {{OPENROUTER_API_KEY}}', 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': 'mistralai/mistral-7b-instruct', 'messages': [ { 'role': 'system', 'content': 'You are an expert grant writer specializing in impact statements.' }, { 'role': 'user', 'content': '{{PROMPT}}' } ], 'temperature': 0.7 } }); // Insert the generated content return response.choices[0].message.content; ``` - Use Case: Perfect for making direct calls to OpenRouter API for content generation and grant discovery ### 2.AI Commander - Status: Active, regularly updated - Compatibility: Good for OpenRouter integration - Key Features: - Create custom AI commands with templates - Supports multiple AI providers (can be configured for OpenRouter) - Context-aware prompting - Command palette integration - Implementation Example: ``` // AI Commander custom command for grant impact statement Name: Generate Impact Statement Model: OpenRouter - mistralai/mistral-7b-instruct System Prompt: You are an expert grant writer specializing in impact statements for grant applications. User Prompt: Create a compelling impact statement for {{business_name}}, a {{business_type}} applying for the {{grant_name}} grant. The statement should highlight the social and economic impact of the business, align with the grant's focus areas ({{grant_categories}}), and include measurable outcomes. ``` - Use Case: Excellent for creating a library of grant-writing commands that can be quickly accessed from anywhere in your vault ### 3.Rapid AI - Status: Active, well-maintained - Compatibility: Very good for OpenRouter integration - Key Features: - Supports custom API endpoints - Configurable templates - Inline AI responses - Conversation history - Implementation Example: - Configure Rapid AI to use OpenRouter endpoint - Create templates for different grant sections - Use inline commands to generate content within notes - Use Case: Great for quick content generation while writing grant applications ### 4.Data Fetcher - Status: Active, stable - Compatibility: Good for grant discovery - Key Features: - Fetch data from external APIs - Schedule regular data fetching - Transform and filter data - Create notes from fetched data - Implementation Example: ``` // Data Fetcher configuration for Grants.gov API { "url": "https://www.grants.gov/grantsws/rest/opportunities/search", "method": "POST", "headers": { "Content-Type": "application/json" }, "body": { "keyword": "small business", "oppStatus": "posted", "sortBy": "openDate", "sortOrder": "desc", "pageSize": 25 }, "transform": (data) => { return data.oppHits.map(grant => ({ name: grant.oppTitle, issuer: grant.agencyName, amount: grant.awardCeiling, deadline: grant.closeDate, description: grant.description, url: `https://www.grants.gov/web/grants/view-opportunity.html?oppId=${grant.oppNumber}` })); }, "template": "templates/grant.md" } ``` - Use Case: Perfect for automating grant discovery from multiple sources and creating grant notes automatically ## Secondary Recommended Plugins ### 5.LocalREST API - Status: Active - Compatibility: Good for creating a local API server - Key Features: - Create a local REST API server within Obsidian - Define custom endpoints - Execute JavaScript functions - Return data to external applications - Use Case: Can be used to create a bridge between Obsidian and external grant management tools ### 6.Explain Selection With AI - Status: Active - Compatibility: Can be configured for OpenRouter - Key Features: - Send selected text to AI for explanation/enhancement - Replace or insert AI responses - Customizable prompts - Use Case: Useful for improving grant language, clarifying technical terms, or enhancing specific sections ### 7.Post Webhook - Status: Active - Compatibility: Good for integration with external systems - Key Features: - Send data to external webhooks - Trigger external processes - Customizable payloads - Use Case: Can be used to notify team members of grant deadlines or application status changes ### 8.Smart Connections - Status: Active, popular - Compatibility: Indirect benefit for grant management - Key Features: - Find semantic connections between notes - Discover related content - Build knowledge graph - Use Case: Helpful for finding connections between businesses and grants based on content similarity ## Limited Utility Plugins ### 9.Auto Classifier - Status: Active - Compatibility: Limited direct integration with OpenRouter - Key Features: - Automatically classify notes - Add tags and properties - Use Case: Could help organize grant notes but limited direct API integration ### 10.AI Tagger - Status: Active - Compatibility: Limited direct integration with OpenRouter - Key Features: - Generate tags using AI - Organize notes automatically - Use Case: Useful for tagging grant opportunities but not core to API integration ### 11.Gene - Status: Experimental - Compatibility: Limited information on OpenRouter compatibility - Key Features: - AI-powered note generation - Uses GPT models - Use Case: Could potentially be used for content generation but less flexible than other options ### 12.Simple File Push - Status: Active - Compatibility: Limited direct integration with OpenRouter - Key Features: - Push files to external services - Sync with external systems - Use Case: Could be used to share grant applications but not core to API integration ### 13.OpenAPI Renderer - Status: Active - Compatibility: Useful for API documentation - Key Features: - Render OpenAPI specifications - Visualize API endpoints - Use Case: Helpful for documenting your OpenRouter API usage but not for direct integration ## Implementation Strategy Based on the plugin review, here's a recommended implementation strategy for integrating OpenRouter APIs with Obsidian for grant management: ### 1. Core API Integration - Install APIRequestfor direct OpenRouter API calls - Configure authentication and endpoints - Create templates for different API calls (content generation, grant discovery) ### 2. Content Generation Workflow - Install AI Commanderfor quick access to AI commands - Create custom commands for different grant sections: - Impact statements - Budget justifications - Project descriptions - Executive summaries - Evaluation plans ### 3. Grant Discovery Automation - Install Data Fetcherfor automated grant discovery - Configure scheduled fetching from grant sources: - Grants.gov - SBA grants - Foundation databases - Set up templates for creating grant notes from fetched data ### 4. Enhanced User Experience - Install Rapid AIfor inline content generation - Install Smart Connectionsfor finding relationships between grants and businesses - Install Explain Selection With AIfor improving grant language ### 5. Integration with External Systems - Install Post Webhookfor notifications and external integrations - Configure webhooks for deadline notifications and status updates ## Sample Setup: OpenRouter Integration with APIRequest Here's a detailed implementation example for integrating OpenRouter with Obsidian using the APIRequest plugin: 1. Install APIRequestplugin from the Community Plugins section 2. Create an API configuration note( ``` _config/openrouter_api.md ``` ): ``` --- api_key: "your_openrouter_api_key" default_model: "mistralai/mistral-7b-instruct" fallback_model: "microsoft/phi-2" models: general: "mistralai/mistral-7b-instruct" impact: "meta-llama/llama-2-13b-chat" budget: "google/gemma-7b-it" summary: "microsoft/phi-2" timeline: "mistralai/mistral-7b-instruct" --- # OpenRouter API Configuration This note contains configuration for OpenRouter API integration. ``` 3. Create a template for generating grant content( ``` _templates/generate_content.md ``` ): ``` <%* // Get API configuration const configFile = app.vault.getAbstractFileByPath("_config/openrouter_api.md"); const configContent = await app.vault.read(configFile); const configFrontmatter = app.metadataCache.getFileCache(configFile).frontmatter; // Get content type from user const contentType = await tp.system.prompt("Select content type", "general,impact,budget,timeline,executive"); // Get model based on content type const model = configFrontmatter.models[contentType] || configFrontmatter.default_model; // Get section information const sectionName = tp.file.title.split(" - ")[0]; const applicationLink = tp.frontmatter.application; const applicationFile = applicationLink.replace("[[", "").replace("]]", "") + ".md"; const applicationContent = await app.vault.read(app.vault.getAbstractFileByPath(applicationFile)); const applicationFrontmatter = app.metadataCache.getFileCache(app.vault.getAbstractFileByPath(applicationFile)).frontmatter; // Get business and grant information const businessLink = applicationFrontmatter.business; const grantLink = applicationFrontmatter.grant; const businessFile = businessLink.replace("[[", "").replace("]]", "") + ".md"; const grantFile = grantLink.replace("[[", "").replace("]]", "") + ".md"; const businessContent = await app.vault.read(app.vault.getAbstractFileByPath(businessFile)); const grantContent = await app.vault.read(app.vault.getAbstractFileByPath(grantFile)); const businessFrontmatter = app.metadataCache.getFileCache(app.vault.getAbstractFileByPath(businessFile)).frontmatter; const grantFrontmatter = app.metadataCache.getFileCache(app.vault.getAbstractFileByPath(grantFile)).frontmatter; // Prepare prompt const prompt = `Create content for the '${sectionName}' section of a grant application with the following details: Business: ${businessFrontmatter.name} Business Type: ${businessFrontmatter.business_type} Business Description: ${businessFrontmatter.business_description || "Not provided"} Grant: ${grantFrontmatter.grant_name} Grant Issuer: ${grantFrontmatter.issuer} Grant Categories: ${grantFrontmatter.grant_categories} Grant Description: ${grantFrontmatter.description || "Not provided"} ${contentType === "impact" ? "Create a compelling impact statement that highlights the social and economic impact of the business, aligns with the grant's focus areas, and includes measurable outcomes." : contentType === "budget" ? "Create a detailed budget justification that explains how the requested funds will be used, demonstrates cost-effectiveness, and aligns with the grant's requirements." : contentType === "timeline" ? "Create a project timeline that outlines key milestones, deliverables, and deadlines for the grant project. Format it in a clear, structured way." : contentType === "executive" ? "Create an executive summary that provides a concise overview of the grant application, highlighting the business's qualifications, the project's purpose, and the expected outcomes." : "Create compelling content for this section that is tailored to the business and grant. The content should be well-structured and persuasive." }`; // Get system prompt based on content type const systemPrompt = contentType === "impact" ? "You are an expert grant writer specializing in impact statements for grant applications." : contentType === "budget" ? "You are an expert grant writer specializing in budget justifications for grant applications." : contentType === "timeline" ? "You are an expert grant writer specializing in project timelines for grant applications." : contentType === "executive" ? "You are an expert grant writer specializing in executive summaries for grant applications." : "You are an expert grant writer specializing in creating compelling content for grant applications."; // Get temperature based on content type const temperature = contentType === "budget" ? 0.3 : contentType === "impact" ? 0.8 : 0.7; // Make API request const response = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': model, 'messages': [ { 'role': 'system', 'content': systemPrompt }, { 'role': 'user', 'content': prompt } ], 'temperature': temperature, 'max_tokens': 1000 } }); // Check for errors if (response.error) { throw new Error(`OpenRouter API Error: ${response.error.message}`); } // Get generated content const generatedContent = response.choices[0].message.content; // Return the generated content tR += generatedContent; %> ``` 4. Create a template for grant discovery( ``` _templates/discover_grants.md ``` ): ``` <%* // Get API configuration const configFile = app.vault.getAbstractFileByPath("_config/openrouter_api.md"); const configContent = await app.vault.read(configFile); const configFrontmatter = app.metadataCache.getFileCache(configFile).frontmatter; // Define keywords const keywords = ["small business", "minority", "women", "Nebraska"]; // Make API request to Grants.gov const response = await apiRequest({ url: 'https://www.grants.gov/grantsws/rest/opportunities/search', method: 'POST', headers: { 'Content-Type': 'application/json' }, body: { 'keyword': keywords[0], 'oppStatus': 'posted', 'sortBy': 'openDate', 'sortOrder': 'desc', 'pageSize': 10 } }); // Process grants let createdGrants = 0; if (response.oppHits) { for (const grant of response.oppHits) { // Check if grant already exists const grantFileName = `grants/${grant.oppTitle.replace(/[^a-zA-Z0-9]/g, " ").replace(/\s+/g, "-")}.md`; const existingFile = app.vault.getAbstractFileByPath(grantFileName); if (!existingFile) { // Create grant file const grantContent = `--- type: grant grant_name: "${grant.oppTitle}" issuer: "${grant.agencyName}" amount: ${grant.awardCeiling || "null"} application_deadline: ${grant.closeDate ? moment(grant.closeDate).format("YYYY-MM-DD") : "null"} frequency: "Annual" grant_categories: "${grant.categoryOfFundingActivity ? grant.categoryOfFundingActivity.join(", ") : ""}" demographic_requirements: "" grant_url: "https://www.grants.gov/web/grants/view-opportunity.html?oppId=${grant.oppNumber}" eligibility: "${grant.eligibleApplicants ? grant.eligibleApplicants.join(", ") : ""}" match_score: 70 created: ${moment().format("YYYY-MM-DD")} last_modified: ${moment().format("YYYY-MM-DD")} tags: grant --- # ${grant.oppTitle} ## Description ${grant.description || "No description available."} ## Eligibility ${grant.eligibleApplicants ? grant.eligibleApplicants.join(", ") : "Not specified"} ## Notes Discovered through automated grant discovery using Grants.gov API. ## Days Until Deadline \`\`\`dataviewjs const deadline = dv.current().application_deadline; if (deadline) { const today = new Date(); const deadlineDate = new Date(deadline); const daysLeft = Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); let color = "green"; if (daysLeft <= 3) color = "red"; else if (daysLeft <= 7) color = "orange"; dv.paragraph(\`<span style="color:\<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Unexpected character: &#x27;\&#x27; at position 28: & -weight:bold;&quot;&gt;\2" style="color:#cc0000">{color};font-weight:bold;&quot;&gt;\</span> </span> </span>{daysLeft} days left</span>\`); } else { dv.paragraph("No deadline specified"); } \`\`\` ## Matching Businesses \`\`\`dataview TABLE business_type, annual_revenue, owner_demographics FROM #business WHERE match_score > 50 SORT match_score DESC \`\`\` ## Applications \`\`\`dataview TABLE business.name as "Business", status, completion_percentage, submission_date FROM #application WHERE grant = this.file.link SORT submission_date DESC \`\`\` ## Actions \`\`\`button name Create Application type command action QuickAdd: Create Application for this Grant \`\`\` `; await app.vault.create(grantFileName, grantContent); createdGrants++; } } } // Generate summary using OpenRouter const summaryPrompt = `I've discovered ${createdGrants} new grants from Grants.gov. Please provide a brief summary of the types of grants that are typically available for small businesses, minority-owned businesses, and women-owned businesses in Nebraska.`; const summaryResponse = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': 'microsoft/phi-2', 'messages': [ { 'role': 'system', 'content': 'You are an expert on grant opportunities for small businesses.' }, { 'role': 'user', 'content': summaryPrompt } ], 'temperature': 0.7, 'max_tokens': 500 } }); // Return results tR += `# Grant Discovery Results\n\n`; tR += `Discovered ${createdGrants} new grants from Grants.gov.\n\n`; tR += `## Grant Summary\n\n`; tR += summaryResponse.choices[0].message.content; %> ``` ## Conclusion After reviewing the plugins, I recommend the following combination for your grant management system in Obsidian: 1. APIRequest- For direct OpenRouter API integration 2. AI Commander- For quick access to AI-powered grant writing commands 3. Data Fetcher- For automated grant discovery 4. Rapid AI- For inline content generation 5. Smart Connections- For finding relationships between grants and businesses These plugins together provide a powerful foundation for building a grant management system in Obsidian that leverages OpenRouter APIs for both grant discovery and application writing. The implementation examples provided should give you a starting point for setting up your system. The key advantage of this approach is that you can have a fully functional grant management system that works offline, is highly customizable, and integrates directly with AI capabilities through OpenRouter, all while maintaining the knowledge management benefits of Obsidian. drill down all for building the system & integrating the plugins. i need step by step. please review all previous content so we dont forget anything. include the additional features we discussed (e.g. varying model selection based on task type, additional grant sites apis in addition to grants.gov, etc). be comprehensive ![AI](https://chat.galaxy.ai/galaxy-svg.png) # Comprehensive Guide: Building a Grant Management System in Obsidian with OpenRouter Integration This step-by-step guide will walk you through building a complete grant management system in Obsidian that integrates with OpenRouter APIs for AI-powered content generation and grant discovery. I've reviewed all previous content to ensure we include all discussed features and components. ## Table of Contents 1. [Initial Setup](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#1-initial-setup) 2. [Folder Structure and Organization](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#2-folder-structure-and-organization) 3. [Plugin Installation and Configuration](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#3-plugin-installation-and-configuration) 4. [Template Creation](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#4-template-creation) 5. [OpenRouter API Integration](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#5-openrouter-api-integration) 6. [Grant Discovery System](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#6-grant-discovery-system) 7. [AI-Powered Content Generation](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#7-ai-powered-content-generation) 8. [Business and Grant Matching](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#8-business-and-grant-matching) 9. [Application Management](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#9-application-management) 10. [Dashboard and Reporting](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#10-dashboard-and-reporting) 11. [Automation and Workflows](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#11-automation-and-workflows) 12. [Advanced Features](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#12-advanced-features) 13. [Backup and Synchronization](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#13-backup-and-synchronization) 14. [Daily Usage Guide](https://chat.galaxy.ai/681a1029a8a9d1b923c10b0c#14-daily-usage-guide) ## 1. Initial Setup ### 1.1 Install Obsidian 1. Download Obsidian from[https://obsidian.md/](https://obsidian.md/) 2. Install the application on your computer 3. Launch Obsidian and create a new vault named "Grant Management System" ### 1.2 Configure Core Obsidian Settings 1. Open Settings (gear icon in the bottom left) 2. Under "Editor": - Enable "Spell check" - Enable "Show line numbers" - Enable "Use tabs" - Set "Tab size" to 2 3. Under "Files & Links": - Enable "Automatically update internal links" - Enable "Default location for new notes" and set to "Same folder as current file" 4. Under "Appearance": - Choose a theme that works for you (I recommend "Things" or "Minimal") - Enable "Show inline title" 5. Under "Core Plugins": - Enable "Templates" - Enable "Daily notes" - Enable "Outgoing links" - Enable "Tag pane" - Enable "Page preview" - Enable "Starred" - Enable "Workspaces" ### 1.3 Configure Templates Plugin 1. Go to Settings > Templates 2. Set "Template folder location" to "_templates" 3. Set "Date format" to "YYYY-MM-DD" 4. Set "Time format" to "HH:mm" ### 1.4 Configure Daily Notes 1. Go to Settings > Daily notes 2. Set "Date format" to "YYYY-MM-DD" 3. Set "New file location" to "daily" 4. Set "Template file location" to "_templates/daily_note.md" ## 2. Folder Structure and Organization Create the following folder structure in your vault: ``` Grant Management/ %%% _templates/ %%% _queries/ %%% _config/ %%% businesses/ %%% grants/ %%% applications/ %%% sections/ %%% dashboards/ %%% kanban/ %%% daily/ %%% attachments/ ``` 1. Create each folder by right-clicking in the file explorer and selecting "New folder" 2. Create a ``` .gitignore ``` file in the root folder with the following content: ``` .obsidian/ .trash/ ``` ## 3. Plugin Installation and Configuration ### 3.1 Install Community Plugins 1. Go to Settings > Community plugins 2. Turn off "Safe mode" if prompted 3. Click "Browse" to open the community plugins browser 4. Search for and install the following plugins: #### Core Functionality Plugins - Dataview - Templater - QuickAdd - Tasks - Calendar - Kanban - Buttons #### API Integration Plugins - APIRequest - Data Fetcher - AI Commander - Rapid AI #### Enhancement Plugins - Smart Connections - Explain Selection With AI - Advanced Tables - Obsidian Git - Periodic Notes ### 3.2 Configure Dataview 1. Go to Settings > Dataview 2. Enable "Enable JavaScript Queries" 3. Enable "Enable Inline JavaScript Queries" 4. Enable "Enable Inline Field Evaluation" 5. Set "Default Query Result Display" to "Table" ### 3.3 Configure Templater 1. Go to Settings > Templater 2. Enable "Template folder location" and set to "_templates" 3. Enable "Trigger Templater on new file creation" 4. Add the following folder pairs under "Folder templates": - businesses/ ! _templates/business.md - grants/ ! _templates/grant.md - applications/ ! _templates/application.md - sections/ ! _templates/section.md ### 3.4 Configure QuickAdd 1. Go to Settings > QuickAdd 2. Click "Add Choice" 3. Set up the following choices: #### Create Business - Type: Template - Name: Create Business - Template Path: _templates/business.md - File Name Format: businesses/{{VALUE:Business Name}}.md - Open: true #### Create Grant - Type: Template - Name: Create Grant - Template Path: _templates/grant.md - File Name Format: grants/{{VALUE:Grant Name}}.md - Open: true #### Create Application - Type: Template - Name: Create Application - Template Path: _templates/application.md - File Name Format: applications/{{VALUE:Business}} - {{VALUE:Grant}}.md - Open: true #### Add Section - Type: Template - Name: Add Section - Template Path: _templates/section.md - File Name Format: sections/{{VALUE:Section Name}} - {{VALUE:Application}}.md - Open: true #### Generate AI Content - Type: Macro - Name: Generate AI Content - Commands: - User Script: _templates/generate_content.js #### Discover Grants - Type: Macro - Name: Discover Grants - Commands: - Templater: _templates/discover_grants.md ### 3.5 Configure AI Commander 1. Go to Settings > AI Commander 2. Click "Add New Provider" 3. Set up OpenRouter as a provider: - Name: OpenRouter - API URL:[https://openrouter.ai/api/v1/chat/completions](https://openrouter.ai/api/v1/chat/completions) - API Key: your_openrouter_api_key - Headers: ``` HTTP-Referer: https://obsidian.md X-Title: Grant Management System ``` 4. Add the following commands: #### Generate Impact Statement - Name: Generate Impact Statement - Model: OpenRouter - meta-llama/llama-2-13b-chat - System Prompt: You are an expert grant writer specializing in impact statements for grant applications. - User Prompt: Create a compelling impact statement for {{selection}} that highlights social and economic impact, includes measurable outcomes, and aligns with grant requirements. #### Generate Budget Justification - Name: Generate Budget Justification - Model: OpenRouter - google/gemma-7b-it - System Prompt: You are an expert grant writer specializing in budget justifications for grant applications. - User Prompt: Create a detailed budget justification for {{selection}} that explains how requested funds will be used, demonstrates cost-effectiveness, and aligns with grant requirements. #### Generate Project Timeline - Name: Generate Project Timeline - Model: OpenRouter - mistralai/mistral-7b-instruct - System Prompt: You are an expert grant writer specializing in project timelines for grant applications. - User Prompt: Create a project timeline for {{selection}} that outlines key milestones, deliverables, and deadlines in a clear, structured format. #### Summarize Grant - Name: Summarize Grant - Model: OpenRouter - microsoft/phi-2 - System Prompt: You are an expert at summarizing grant opportunities concisely. - User Prompt: Summarize the following grant opportunity in 3-5 bullet points, highlighting key requirements and deadlines: {{selection}} ### 3.6 Configure Rapid AI 1. Go to Settings > Rapid AI 2. Click "Add New Provider" 3. Set up OpenRouter as a provider: - Name: OpenRouter - API URL:[https://openrouter.ai/api/v1/chat/completions](https://openrouter.ai/api/v1/chat/completions) - API Key: your_openrouter_api_key - Headers: ``` HTTP-Referer: https://obsidian.md X-Title: Grant Management System ``` 4. Add the following templates: - Impact: Generate an impact statement for this grant application - Budget: Create a budget justification for this grant - Timeline: Develop a project timeline for this grant - Summary: Summarize this grant opportunity - Improve: Improve the writing and clarity of this text ### 3.7 Configure Data Fetcher 1. Go to Settings > Data Fetcher 2. Click "Add New Fetcher" 3. Set up the following fetchers: #### Grants.gov Fetcher - Name: Grants.gov - URL:[https://www.grants.gov/grantsws/rest/opportunities/search](https://www.grants.gov/grantsws/rest/opportunities/search) - Method: POST - Headers: ``` Content-Type: application/json ``` - Body: ``` { "keyword": "small business", "oppStatus": "posted", "sortBy": "openDate", "sortOrder": "desc", "pageSize": 25 } ``` - Schedule: Weekly - Template: _templates/grant_from_api.md #### SBA Grants Fetcher - Name: SBA Grants - URL:[https://api.data.gov/sba/grants](https://api.data.gov/sba/grants) - Method: GET - Headers: ``` X-Api-Key: your_data_gov_api_key ``` - Schedule: Weekly - Template: _templates/grant_from_api.md ### 3.8 Configure Smart Connections 1. Go to Settings > Smart Connections 2. Enable "Auto-suggest on typing" 3. Set "Minimum similarity score" to 0.75 4. Enable "Exclude paths" and add: ``` _templates/ _config/ ``` ### 3.9 Configure Obsidian Git 1. Go to Settings > Obsidian Git 2. Enable "Auto pull on startup" 3. Enable "Auto backup after file change" 4. Set "Backup interval" to 30 5. Set "Commit message" to "Auto backup: {{date}}" ## 4. Template Creation ### 4.1 Create Configuration File Create a file ``` _config/openrouter_api.md ``` : ``` --- api_key: "your_openrouter_api_key" default_model: "mistralai/mistral-7b-instruct" fallback_model: "microsoft/phi-2" models: general: "mistralai/mistral-7b-instruct" impact: "meta-llama/llama-2-13b-chat" budget: "google/gemma-7b-it" summary: "microsoft/phi-2" timeline: "mistralai/mistral-7b-instruct" executive: "meta-llama/llama-2-13b-chat" evaluation: "google/gemma-7b-it" temperatures: general: 0.7 impact: 0.8 budget: 0.3 summary: 0.5 timeline: 0.6 executive: 0.7 evaluation: 0.4 grant_apis: - name: "Grants.gov" url: "https://www.grants.gov/grantsws/rest/opportunities/search" method: "POST" headers: Content-Type: "application/json" body: keyword: "small business" oppStatus: "posted" sortBy: "openDate" sortOrder: "desc" pageSize: 25 - name: "SBA Grants" url: "https://api.data.gov/sba/grants" method: "GET" headers: X-Api-Key: "your_data_gov_api_key" - name: "USDA Rural Development" url: "https://www.rd.usda.gov/programs-services/api/opportunities" method: "GET" --- # OpenRouter API Configuration This note contains configuration for OpenRouter API integration and grant discovery APIs. ``` ### 4.2 Create Business Template Create a file ``` _templates/business.md ``` : ```` <%* // Get variables from user const name = await tp.system.prompt("Business Name"); const type = await tp.system.suggester(["Technology Website", "LPFM Radio Station", "Tenant Rights AI", "Superfood Company", "Hair Recycling", "Dating Platform", "Land Flipping", "Prepper Network", "Multifamily Investing", "Coaching Firm", "Student Storage"], ["Technology Website", "LPFM Radio Station", "Tenant Rights AI", "Superfood Company", "Hair Recycling", "Dating Platform", "Land Flipping", "Prepper Network", "Multifamily Investing", "Coaching Firm", "Student Storage"]); const year = await tp.system.prompt("Year Founded", "2020"); const revenue = await tp.system.prompt("Annual Revenue", "100000"); const employees = await tp.system.prompt("Employee Count", "5"); const demographics = await tp.system.suggester(["Black", "Woman", "Veteran", "LGBTQ+", "Disabled", "Rural", "Black, Woman", "Black, Woman, Veteran"], ["Black", "Woman", "Veteran", "LGBTQ+", "Disabled", "Rural", "Black, Woman", "Black, Woman, Veteran"]); const certifications = await tp.system.suggester(["8(a) Certified", "WBE Certified", "MBE Certified", "SDVOSB Certified", "HUBZone Certified", "None"], ["8(a) Certified", "WBE Certified", "MBE Certified", "SDVOSB Certified", "HUBZone Certified", "None"]); const website = await tp.system.prompt("Website", "https://example.com"); const address = await tp.system.prompt("Address", "123 Main St, Lincoln, NE 68508"); const email = await tp.system.prompt("Contact Email", "contact@example.com"); const phone = await tp.system.prompt("Contact Phone", "555-123-4567"); const description = await tp.system.prompt("Business Description", "Brief description of the business"); const impact = await tp.system.prompt("Impact Statement", "How the business creates impact"); // Set the file title tp.file.rename(name); -%> --- type: business name: "<% name %>" business_type: "<% type %>" year_founded: <% year %> annual_revenue: <% revenue %> employee_count: <% employees %> owner_demographics: - <% demographics %> certifications: - <% certifications %> website: "<% website %>" address: "<% address %>" contact_email: "<% email %>" contact_phone: "<% phone %>" created: <% tp.date.now("YYYY-MM-DD") %> last_modified: <% tp.date.now("YYYY-MM-DD") %> tags: business --- # <% name %> ## Business Description <% description %> ## Impact Statement <% impact %> ## Notes ## Related ### Grants ```dataview TABLE grant_name as "Grant", issuer as "Issuer", amount as "Amount", application_deadline as "Deadline", match_score as "Match Score" FROM #grant WHERE contains(file.outlinks, this.file.link) OR match_score >= 70 SORT match_score DESC ```` ### Applications ``` TABLE grant.grant_name as "Grant", status as "Status", completion_percentage as "Completion", submission_date as "Submitted" FROM #application WHERE business = this.file.link SORT submission_date DESC ``` ## Actions ``` name Find Matching Grants type command action QuickAdd: Match Grants to Business ``` ``` name Create New Application type command action QuickAdd: Create Application ``` ```` ### 4.3 Create Grant Template Create a file `_templates/grant.md`: ```markdown <%* // Get variables from user const name = await tp.system.prompt("Grant Name"); const issuer = await tp.system.prompt("Issuer/Grantor"); const amount = await tp.system.prompt("Amount (numbers only)", "100000"); const deadline = await tp.system.prompt("Application Deadline (YYYY-MM-DD)", tp.date.now("YYYY-MM-DD", 30)); const frequency = await tp.system.suggester(["One-time", "Annual", "Quarterly", "Monthly", "Rolling"], ["One-time", "Annual", "Quarterly", "Monthly", "Rolling"]); const categories = await tp.system.prompt("Grant Categories (comma separated)", "Small Business, Technology"); const demographics = await tp.system.prompt("Demographic Requirements (comma separated)", ""); const url = await tp.system.prompt("Grant URL", "https://example.com"); const eligibility = await tp.system.prompt("Eligibility", "Small businesses with fewer than 500 employees"); const description = await tp.system.prompt("Description", ""); const notes = await tp.system.prompt("Notes", ""); // Set the file title tp.file.rename(name); -%> --- type: grant grant_name: "<% name %>" issuer: "<% issuer %>" amount: <% amount %> application_deadline: <% deadline %> frequency: "<% frequency %>" grant_categories: "<% categories %>" demographic_requirements: "<% demographics %>" grant_url: "<% url %>" eligibility: "<% eligibility %>" match_score: 0 created: <% tp.date.now("YYYY-MM-DD") %> last_modified: <% tp.date.now("YYYY-MM-DD") %> tags: grant --- # <% name %> ## Description <% description %> ## Eligibility <% eligibility %> ## Notes <% notes %> ## Days Until Deadline ```dataviewjs const deadline = dv.current().application_deadline; if (deadline) { const today = new Date(); const deadlineDate = new Date(deadline); const daysLeft = Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); let color = "green"; if (daysLeft <= 3) color = "red"; else if (daysLeft <= 14) color = "orange"; dv.paragraph(`<span style="color:<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">co</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal" style="margin-right:0.02778em;">or</span></span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2222em;"></span><span class="mbin">"</span><span class="mspace" style="margin-right:0.2222em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">e</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">h</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span><span class="mspace" style="margin-right:0.2778em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal">b</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">d</span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{daysLeft} days left</span>`); } else { dv.paragraph("No deadline specified"); } ```` ## Matching Businesses ``` TABLE business_type as "Business Type", annual_revenue as "Annual Revenue", owner_demographics as "Demographics" FROM #business WHERE contains(this.file.outlinks, file.link) OR match_score >= 70 SORT match_score DESC ``` ## Applications ``` TABLE business.name as "Business", status as "Status", completion_percentage as "Completion", submission_date as "Submitted" FROM #application WHERE grant = this.file.link SORT submission_date DESC ``` ## Actions ``` name Create Application type command action QuickAdd: Create Application ``` ``` name Generate Summary type command action AI Commander: Summarize Grant ``` ```` ### 4.4 Create Application Template Create a file `_templates/application.md`: ```markdown <%* // Get variables from user const businesses = await tp.system.suggester( (item) => item.basename, app.vault.getMarkdownFiles().filter(file => file.path.startsWith("businesses/") ), false, "Select Business" ); const grants = await tp.system.suggester( (item) => item.basename, app.vault.getMarkdownFiles().filter(file => file.path.startsWith("grants/") ), false, "Select Grant" ); const businessName = businesses.basename; const grantName = grants.basename; const user = await tp.system.prompt("Assigned To", "You"); // Set the file title tp.file.rename(`<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.7778em;vertical-align:-0.0833em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord mathnormal" style="margin-right:0.10903em;">N</span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord">"</span></span></span></span> </span> </span>{grantName}`); -%> --- type: application business: "[[<% businessName %>]]" grant: "[[<% grantName %>]]" status: "researching" completion_percentage: 0 assigned_to: "<% user %>" submission_date: created: <% tp.date.now("YYYY-MM-DD") %> last_modified: <% tp.date.now("YYYY-MM-DD") %> tags: application --- # Application: <% businessName %> - <% grantName %> ## Status: Researching ## Completion: 0% ```dataviewjs const percentage = dv.current().completion_percentage; const width = 200; const filledWidth = (percentage / 100) * width; const html = `<div style="width:${width}px;height:20px;background-color:#eee;border-radius:10px;overflow:hidden;"> <div style="width:${filledWidth}px;height:20px;background-color:#4CAF50;"></div> </div>`; dv.paragraph(html); ```` ## Sections ``` TABLE section_name as "Section", is_complete as "Complete" FROM #section WHERE application = this.file.link SORT section_order ASC ``` ## Grant Details ``` TABLE issuer as "Issuer", amount as "Amount", application_deadline as "Deadline" FROM "<% grantName %>" LIMIT 1 ``` ## Business Details ``` TABLE business_type as "Type", owner_demographics as "Demographics" FROM "<% businessName %>" LIMIT 1 ``` ## Actions ``` name Add Section type command action QuickAdd: Add Section ``` ``` name Mark Ready type command action QuickAdd: Mark Application as Ready ``` ``` name Update Status type command action QuickAdd: Update Application Status ``` ```` ### 4.5 Create Section Template Create a file `_templates/section.md`: ```markdown <%* // Get variables from user const applications = await tp.system.suggester( (item) => item.basename, app.vault.getMarkdownFiles().filter(file => file.path.startsWith("applications/") ), false, "Select Application" ); const applicationName = applications.basename; const sectionName = await tp.system.suggester( ["Executive Summary", "Project Description", "Impact Statement", "Budget Justification", "Timeline", "Evaluation Plan", "Organization Background", "Sustainability Plan"], ["Executive Summary", "Project Description", "Impact Statement", "Budget Justification", "Timeline", "Evaluation Plan", "Organization Background", "Sustainability Plan"], false, "Select Section Type" ); const order = await tp.system.prompt("Section Order", "1"); const content = await tp.system.prompt("Initial Content", ""); // Set the file title tp.file.rename(`<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.7667em;vertical-align:-0.0833em;"></span><span class="mord"><span class="mord mathnormal">sec</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mord mathnormal" style="margin-right:0.10903em;">N</span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord">"</span></span></span></span> </span> </span>{applicationName}`); -%> --- type: section application: "[[<% applicationName %>]]" section_name: "<% sectionName %>" section_order: <% order %> is_complete: false created: <% tp.date.now("YYYY-MM-DD") %> last_modified: <% tp.date.now("YYYY-MM-DD") %> tags: section --- # <% sectionName %> - <% applicationName %> ## Content <% content %> ## Actions ```button name Generate AI Content type command action QuickAdd: Generate AI Content ```` ``` name Mark Complete type command action QuickAdd: Toggle Section Complete ``` ``` name Improve Writing type command action AI Commander: Improve Writing ``` ```` ### 4.6 Create Daily Note Template Create a file `_templates/daily_note.md`: ```markdown --- type: daily date: <% tp.date.now("YYYY-MM-DD") %> --- # <% tp.date.now("YYYY-MM-DD") %> - Daily Notes ## Tasks - [ ] Check upcoming deadlines - [ ] Review active applications - [ ] Update application sections ## Upcoming Deadlines ```dataview TABLE grant_name as "Grant", issuer as "Issuer", application_deadline as "Deadline", (date(application_deadline) - date(today)).day as "Days Left" FROM #grant WHERE application_deadline != null AND application_deadline >= date(today) AND application_deadline <= date(today) + dur(14 days) SORT application_deadline ASC ```` ## My Applications ``` TABLE business.name as "Business", grant.grant_name as "Grant", status as "Status", completion_percentage as "Completion" FROM #application WHERE assigned_to = "You" SORT completion_percentage DESC ``` ## Notes ## Actions ``` name Discover Grants type command action QuickAdd: Discover Grants ``` ``` name Open Dashboard type link action obsidian://open?vault=Grant%20Management&file=dashboards%2Fmain_dashboard ``` ```` ### 4.7 Create Grant from API Template Create a file `_templates/grant_from_api.md`: ```markdown --- type: grant grant_name: "{{name}}" issuer: "{{issuer}}" amount: {{amount}} application_deadline: {{deadline}} frequency: "{{frequency}}" grant_categories: "{{categories}}" demographic_requirements: "{{demographics}}" grant_url: "{{url}}" eligibility: "{{eligibility}}" match_score: 0 created: {{date}} last_modified: {{date}} tags: grant --- # {{name}} ## Description {{description}} ## Eligibility {{eligibility}} ## Notes Discovered through automated grant discovery using {{source}} API. ## Days Until Deadline ```dataviewjs const deadline = dv.current().application_deadline; if (deadline) { const today = new Date(); const deadlineDate = new Date(deadline); const daysLeft = Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); let color = "green"; if (daysLeft <= 3) color = "red"; else if (daysLeft <= 14) color = "orange"; dv.paragraph(`<span style="color:<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">co</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal" style="margin-right:0.02778em;">or</span></span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2222em;"></span><span class="mbin">"</span><span class="mspace" style="margin-right:0.2222em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal" style="margin-right:0.02691em;">w</span><span class="mord mathnormal">e</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal">h</span><span class="mord mathnormal">t</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span><span class="mspace" style="margin-right:0.2778em;"></span></span><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord mathnormal">b</span><span class="mord mathnormal">o</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">d</span><span class="mpunct">;</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{daysLeft} days left</span>`); } else { dv.paragraph("No deadline specified"); } ```` ## Matching Businesses ``` TABLE business_type as "Business Type", annual_revenue as "Annual Revenue", owner_demographics as "Demographics" FROM #business WHERE contains(this.file.outlinks, file.link) OR match_score >= 70 SORT match_score DESC ``` ## Applications ``` TABLE business.name as "Business", status as "Status", completion_percentage as "Completion", submission_date as "Submitted" FROM #application WHERE grant = this.file.link SORT submission_date DESC ``` ## Actions ``` name Create Application type command action QuickAdd: Create Application ``` ``` name Generate Summary type command action AI Commander: Summarize Grant ``` ```` ## 5. OpenRouter API Integration ### 5.1 Create AI Content Generation Script Create a file `_templates/generate_content.js`: ```javascript module.exports = async function(tp) { // Get API configuration const configFile = app.vault.getAbstractFileByPath("_config/openrouter_api.md"); if (!configFile) { new Notice("OpenRouter API configuration not found!"); return "Error: Configuration not found"; } const configContent = await app.vault.read(configFile); const configFrontmatter = app.metadataCache.getFileCache(configFile).frontmatter; // Get current section const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentFrontmatter = app.metadataCache.getFileCache(currentFile).frontmatter; if (!currentFrontmatter || !currentFrontmatter.application) { new Notice("This is not a valid section file!"); return "Error: Not a valid section file"; } // Get content type from user const contentType = await tp.system.suggester( ["general", "impact", "budget", "timeline", "executive", "evaluation"], ["General Content", "Impact Statement", "Budget Justification", "Project Timeline", "Executive Summary", "Evaluation Plan"], false, "Select content type" ); // Get section information const sectionName = currentFrontmatter.section_name; const applicationLink = currentFrontmatter.application; // Get application file const applicationPath = applicationLink.replace("[[", "").replace("]]", "") + ".md"; const applicationFile = tp.file.find_tfile(applicationPath); if (!applicationFile) { new Notice("Application file not found!"); return "Error: Application not found"; } const applicationContent = await app.vault.read(applicationFile); const applicationFrontmatter = app.metadataCache.getFileCache(applicationFile).frontmatter; // Get business and grant information const businessLink = applicationFrontmatter.business; const grantLink = applicationFrontmatter.grant; const businessPath = businessLink.replace("[[", "").replace("]]", "") + ".md"; const grantPath = grantLink.replace("[[", "").replace("]]", "") + ".md"; const businessFile = tp.file.find_tfile(businessPath); const grantFile = tp.file.find_tfile(grantPath); if (!businessFile || !grantFile) { new Notice("Business or grant file not found!"); return "Error: Business or grant not found"; } const businessContent = await app.vault.read(businessFile); const grantContent = await app.vault.read(grantFile); const businessFrontmatter = app.metadataCache.getFileCache(businessFile).frontmatter; const grantFrontmatter = app.metadataCache.getFileCache(grantFile).frontmatter; // Get model based on content type const model = configFrontmatter.models[contentType] || configFrontmatter.default_model; // Get temperature based on content type const temperature = configFrontmatter.temperatures[contentType] || 0.7; // Prepare prompt const prompt = `Create content for the '${sectionName}' section of a grant application with the following details: Business: ${businessFrontmatter.name} Business Type: ${businessFrontmatter.business_type} Business Description: ${businessFrontmatter.business_description || "Not provided"} Annual Revenue: <div class="my-2 w-full flex justify-center text-gray-900 scrollbar-thin dark:text-gray-100"> <div style="all: revert; font-size: 1rem; text-align: center; max-width: 100%; overflow-x: auto; display: inline-block;"> <div class="math-formula scrollbar-thin" style="font-family: 'Times New Roman', serif; line-height: 1.5; padding: 0.5rem 0; min-width: min-content;"> <span class="katex-error" title="ParseError: KaTeX parse error: Can&#x27;t use function &#x27;$&#x27; in math mode at position 70: & Demographics: $2{businessFrontm& " style="color:#cc0000">{businessFrontmatter.annual_revenue || &quot;Not provided&quot;} Demographics: ${businessFrontmatter.owner_demographics || &quot;Not provided&quot;} Grant: ${grantFrontmatter.grant_name} Grant Issuer: ${grantFrontmatter.issuer} Grant Categories: ${grantFrontmatter.grant_categories} Grant Amount:</span> </div> </div> </div>{grantFrontmatter.amount || "Not provided"} Grant Description: ${grantFrontmatter.description || "Not provided"} Eligibility: ${grantFrontmatter.eligibility || "Not provided"} ${contentType === "impact" ? "Create a compelling impact statement that highlights the social and economic impact of the business, aligns with the grant's focus areas, and includes measurable outcomes. The statement should be approximately 300-400 words." : contentType === "budget" ? "Create a detailed budget justification that explains how the requested funds will be used, demonstrates cost-effectiveness, and aligns with the grant's requirements. The justification should be approximately 300-400 words." : contentType === "timeline" ? "Create a project timeline that outlines key milestones, deliverables, and deadlines for the grant project. Format it in a clear, structured way with specific dates and responsibilities." : contentType === "executive" ? "Create an executive summary that provides a concise overview of the grant application, highlighting the business's qualifications, the project's purpose, and the expected outcomes. The summary should be approximately 250-300 words." : contentType === "evaluation" ? "Create an evaluation plan that describes how the project's success will be measured, including specific metrics, data collection methods, and reporting procedures. The plan should be approximately 300-400 words." : "Create compelling content for this section that is tailored to the business and grant. The content should be well-structured, persuasive, and approximately 300-400 words." }`; // Get system prompt based on content type const systemPrompt = contentType === "impact" ? "You are an expert grant writer specializing in impact statements for grant applications." : contentType === "budget" ? "You are an expert grant writer specializing in budget justifications for grant applications." : contentType === "timeline" ? "You are an expert grant writer specializing in project timelines for grant applications." : contentType === "executive" ? "You are an expert grant writer specializing in executive summaries for grant applications." : contentType === "evaluation" ? "You are an expert grant writer specializing in evaluation plans for grant applications." : "You are an expert grant writer specializing in creating compelling content for grant applications."; // Show loading notice new Notice("Generating content with OpenRouter..."); try { // Make API request using APIRequest plugin const response = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': model, 'messages': [ { 'role': 'system', 'content': systemPrompt }, { 'role': 'user', 'content': prompt } ], 'temperature': temperature, 'max_tokens': 1000 } }); // Check for errors if (response.error) { new Notice(`OpenRouter API Error: ${response.error.message}`); // Try fallback model new Notice("Trying fallback model..."); const fallbackResponse = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': configFrontmatter.fallback_model, 'messages': [ { 'role': 'system', 'content': systemPrompt }, { 'role': 'user', 'content': prompt } ], 'temperature': temperature, 'max_tokens': 1000 } }); if (fallbackResponse.error) { new Notice(`Fallback model error: ${fallbackResponse.error.message}`); return "Error generating content. Please try again later."; } // Get generated content from fallback const generatedContent = fallbackResponse.choices[0].message.content; // Update section content await app.vault.modify(currentFile, currentContent => { return currentContent.replace(/## Content\n[\s\S]*?(?=\n## Actions|<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;EOF&#x27;, got &#x27;#&#x27; at position 6: )/, `#2# Content\n" style="color:#cc0000">)/, `## Content\n</span> </span> </span>{generatedContent}\n\n`); }); new Notice("Content generated with fallback model!"); return generatedContent; } // Get generated content const generatedContent = response.choices[0].message.content; // Update section content const currentContent = await app.vault.read(currentFile); await app.vault.modify(currentFile, currentContent.replace(/## Content\n[\s\S]*?(?=\n## Actions|<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;EOF&#x27;, got &#x27;#&#x27; at position 6: )/, `#2# Content\n" style="color:#cc0000">)/, `## Content\n</span> </span> </span>{generatedContent}\n\n`)); new Notice("Content generated successfully!"); return generatedContent; } catch (error) { console.error("Error generating content:", error); new Notice(`Error: ${error.message}`); return "Error generating content. Please try again later."; } } ```` ### 5.2 Create Toggle Section Complete Script Create a file ``` _templates/toggle_section_complete.js ``` : ``` module.exports = async function(tp) { // Get current section const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentFrontmatter = app.metadataCache.getFileCache(currentFile).frontmatter; if (!currentFrontmatter || !currentFrontmatter.application) { new Notice("This is not a valid section file!"); return "Error: Not a valid section file"; } // Toggle is_complete const isComplete = !currentFrontmatter.is_complete; // Update frontmatter await app.fileManager.processFrontMatter(currentFile, fm => { fm.is_complete = isComplete; fm.last_modified = tp.date.now("YYYY-MM-DD"); return fm; }); // Get application file const applicationLink = currentFrontmatter.application; const applicationPath = applicationLink.replace("[[", "").replace("]]", "") + ".md"; const applicationFile = tp.file.find_tfile(applicationPath); if (!applicationFile) { new Notice("Application file not found!"); return "Error: Application not found"; } // Update application completion percentage const sections = app.vault.getMarkdownFiles().filter(file => { const fm = app.metadataCache.getFileCache(file).frontmatter; return fm && fm.type === "section" && fm.application === applicationLink; }); const completedSections = sections.filter(file => { const fm = app.metadataCache.getFileCache(file).frontmatter; return fm && fm.is_complete === true; }); const completionPercentage = Math.round((completedSections.length / sections.length) * 100); await app.fileManager.processFrontMatter(applicationFile, fm => { fm.completion_percentage = completionPercentage; fm.last_modified = tp.date.now("YYYY-MM-DD"); return fm; }); new Notice(`Section marked as <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">i</span><span class="mord mathnormal">s</span><span class="mord mathnormal" style="margin-right:0.07153em;">C</span><span class="mord mathnormal">o</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">e</span><span class="mclose">?</span><span class="mord">&quot;</span><span class="mord mathnormal">co</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">e</span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mord">&quot;</span><span class="mord mathnormal">in</span><span class="mord mathnormal">co</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">e</span><span class="mord">&quot;</span></span><span class="mord">.</span><span class="mord mathnormal">A</span><span class="mord mathnormal" style="margin-right:0.01968em;">ppl</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mord mathnormal">co</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span></span></span></span> </span> </span>{completionPercentage}%`); return `Section marked as ${isComplete ? "complete" : "incomplete"}`; } ``` ### 5.3 Create Update Application Status Script Create a file ``` _templates/update_application_status.js ``` : ``` module.exports = async function(tp) { // Get current application const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentFrontmatter = app.metadataCache.getFileCache(currentFile).frontmatter; if (!currentFrontmatter || !currentFrontmatter.type !== "application") { new Notice("This is not a valid application file!"); return "Error: Not a valid application file"; } // Get current status const currentStatus = currentFrontmatter.status || "researching"; // Define status options const statusOptions = ["researching", "drafting", "internal_review", "ready", "submitted", "won", "declined"]; // Get current index const currentIndex = statusOptions.indexOf(currentStatus); // Get next status options const nextOptions = statusOptions.slice(currentIndex + 1); // Prompt for new status const newStatus = await tp.system.suggester( nextOptions, nextOptions, false, "Select new status" ); // Update frontmatter await app.fileManager.processFrontMatter(currentFile, fm => { fm.status = newStatus; fm.last_modified = tp.date.now("YYYY-MM-DD"); // If submitted, add submission date if (newStatus === "submitted") { fm.submission_date = tp.date.now("YYYY-MM-DD"); } return fm; }); new Notice(`Application status updated to: ${newStatus}`); return `Status updated to: ${newStatus}`; } ``` ## 6. Grant Discovery System ### 6.1 Create Grant Discovery Script Create a file ``` _templates/discover_grants.md ``` : ``` <%* // Get API configuration const configFile = app.vault.getAbstractFileByPath("_config/openrouter_api.md"); const configContent = await app.vault.read(configFile); const configFrontmatter = app.metadataCache.getFileCache(configFile).frontmatter; // Define keywords const keywords = ["small business", "minority", "women", "Nebraska"]; // Initialize results let createdGrants = 0; let discoveredGrants = []; // Process each API for (const api of configFrontmatter.grant_apis) { try { // Make API request let response; if (api.method === "POST") { // For POST requests response = await apiRequest({ url: api.url, method: "POST", headers: api.headers, body: api.body }); } else { // For GET requests response = await apiRequest({ url: api.url, method: "GET", headers: api.headers }); } // Process response based on API let grants = []; if (api.name === "Grants.gov") { // Process Grants.gov response if (response.oppHits) { grants = response.oppHits.map(grant => ({ name: grant.oppTitle, issuer: grant.agencyName, amount: grant.awardCeiling, deadline: grant.closeDate ? moment(grant.closeDate).format("YYYY-MM-DD") : null, frequency: "Annual", categories: grant.categoryOfFundingActivity ? grant.categoryOfFundingActivity.join(", ") : "", demographics: "", url: `https://www.grants.gov/web/grants/view-opportunity.html?oppId=${grant.oppNumber}`, eligibility: grant.eligibleApplicants ? grant.eligibleApplicants.join(", ") : "", description: grant.description || "", source: "Grants.gov" })); } } else if (api.name === "SBA Grants") { // Process SBA Grants response if (response.grants) { grants = response.grants.map(grant => ({ name: grant.title, issuer: "Small Business Administration", amount: grant.amount, deadline: grant.deadline ? moment(grant.deadline).format("YYYY-MM-DD") : null, frequency: grant.frequency || "Annual", categories: grant.categories || "Small Business", demographics: grant.demographics || "", url: grant.url, eligibility: grant.eligibility || "", description: grant.description || "", source: "SBA Grants" })); } } else if (api.name === "USDA Rural Development") { // Process USDA Rural Development response if (response.opportunities) { grants = response.opportunities.map(grant => ({ name: grant.title, issuer: "USDA Rural Development", amount: grant.amount, deadline: grant.deadline ? moment(grant.deadline).format("YYYY-MM-DD") : null, frequency: grant.frequency || "Annual", categories: grant.categories || "Rural Development", demographics: grant.demographics || "", url: grant.url, eligibility: grant.eligibility || "", description: grant.description || "", source: "USDA Rural Development" })); } } // Process grants for (const grant of grants) { // Check if grant already exists const grantFileName = `grants/${grant.name.replace(/[^a-zA-Z0-9]/g, " ").replace(/\s+/g, "-")}.md`; const existingFile = app.vault.getAbstractFileByPath(grantFileName); if (!existingFile) { // Create grant file const grantContent = `--- type: grant grant_name: "${grant.name}" issuer: "${grant.issuer}" amount: ${grant.amount || "null"} application_deadline: ${grant.deadline || "null"} frequency: "${grant.frequency}" grant_categories: "${grant.categories}" demographic_requirements: "${grant.demographics}" grant_url: "${grant.url}" eligibility: "${grant.eligibility}" match_score: 0 created: ${moment().format("YYYY-MM-DD")} last_modified: ${moment().format("YYYY-MM-DD")} tags: grant --- # ${grant.name} ## Description ${grant.description || "No description available."} ## Eligibility ${grant.eligibility || "Not specified"} ## Notes Discovered through automated grant discovery using ${grant.source} API. ## Days Until Deadline \`\`\`dataviewjs const deadline = dv.current().application_deadline; if (deadline) { const today = new Date(); const deadlineDate = new Date(deadline); const daysLeft = Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); let color = "green"; if (daysLeft <= 3) color = "red"; else if (daysLeft <= 14) color = "orange"; dv.paragraph(\`<span style="color:\<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Unexpected character: &#x27;\&#x27; at position 28: & -weight:bold;&quot;&gt;\2" style="color:#cc0000">{color};font-weight:bold;&quot;&gt;\</span> </span> </span>{daysLeft} days left</span>\`); } else { dv.paragraph("No deadline specified"); } \`\`\` ## Matching Businesses \`\`\`dataview TABLE business_type as "Business Type", annual_revenue as "Annual Revenue", owner_demographics as "Demographics" FROM #business WHERE match_score > 50 SORT match_score DESC \`\`\` ## Applications \`\`\`dataview TABLE business.name as "Business", status as "Status", completion_percentage as "Completion", submission_date as "Submitted" FROM #application WHERE grant = this.file.link SORT submission_date DESC \`\`\` ## Actions \`\`\`button name Create Application type command action QuickAdd: Create Application \`\`\` \`\`\`button name Generate Summary type command action AI Commander: Summarize Grant \`\`\` `; await app.vault.create(grantFileName, grantContent); createdGrants++; discoveredGrants.push(grant.name); } } } catch (error) { console.error(`Error with ${api.name} API:`, error); } } // Generate summary using OpenRouter const summaryPrompt = `I've discovered ${createdGrants} new grants from various sources including Grants.gov, SBA, and USDA Rural Development. Please provide a brief summary of the types of grants that are typically available for small businesses, minority-owned businesses, and women-owned businesses in Nebraska.`; let summaryContent = ""; try { const summaryResponse = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { ``` continue ![AI](C:\Users\HP\Nextcloud\PortableApps\ObsidianPortable\Data\images\img.icons8_claude_brown.png)Claude 3.7 Sonnet (Thinking) ``` 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': 'microsoft/phi-2', 'messages': [ { 'role': 'system', 'content': 'You are an expert on grant opportunities for small businesses.' }, { 'role': 'user', 'content': summaryPrompt } ], 'temperature': 0.7, 'max_tokens': 500 } }); summaryContent = summaryResponse.choices[0].message.content; } catch (error) { console.error("Error generating summary:", error); summaryContent = "Unable to generate summary due to an error."; } // Match grants to businesses await tp.user.match_grants_to_businesses(); // Return results tR += `# Grant Discovery Results - ${tp.date.now("YYYY-MM-DD")}\n\n`; tR += `Discovered ${createdGrants} new grants from various sources.\n\n`; if (discoveredGrants.length > 0) { tR += `## Newly Discovered Grants\n\n`; for (const grant of discoveredGrants) { tR += `- [[${grant}]]\n`; } tR += `\n`; } tR += `## Grant Summary\n\n`; tR += summaryContent; %> ``` ### 6.2 Create Grant Matching Script Create a file ``` _templates/match_grants_to_businesses.js ``` : ``` module.exports = async function(tp) { // Get all businesses const businesses = app.vault.getMarkdownFiles().filter(file => { const fm = app.metadataCache.getFileCache(file).frontmatter; return fm && fm.type === "business"; }); // Get all grants const grants = app.vault.getMarkdownFiles().filter(file => { const fm = app.metadataCache.getFileCache(file).frontmatter; return fm && fm.type === "grant"; }); // Function to calculate match score function calculateMatchScore(business, grant) { const businessFm = app.metadataCache.getFileCache(business).frontmatter; const grantFm = app.metadataCache.getFileCache(grant).frontmatter; let score = 0; // Match by business type if (grantFm.grant_categories && businessFm.business_type) { const categories = grantFm.grant_categories.split(",").map(c => c.trim()); // Map business types to relevant categories const categoryMap = { "Technology Website": ["Science and Technology", "Information and Statistics", "Business and Commerce"], "LPFM Radio Station": ["Community Development", "Media", "Education"], "Tenant Rights AI": ["Housing", "Consumer Protection", "Science and Technology"], "Superfood Company": ["Health", "Food and Nutrition"], "Hair Recycling": ["Health", "Natural Resources"], "Dating Platform": ["Science and Technology", "Business and Commerce"], "Land Flipping": ["Natural Resources", "Business and Commerce"], "Prepper Network": ["Community Development", "Education"], "Multifamily Investing": ["Housing", "Community Development"], "Coaching Firm": ["Education", "Business and Commerce"], "Student Storage": ["Education", "Business and Commerce"] }; const relevantCategories = categoryMap[businessFm.business_type] || []; for (const category of categories) { if (relevantCategories.includes(category)) { score += 20; } } // Business and Commerce is a general category that matches most businesses if (categories.includes("Business and Commerce")) { score += 10; } } // Match by demographics if (grantFm.demographic_requirements && businessFm.owner_demographics) { const demographics = Array.isArray(businessFm.owner_demographics) ? businessFm.owner_demographics : [businessFm.owner_demographics]; const requirements = grantFm.demographic_requirements.split(",").map(d => d.trim()); for (const demo of demographics) { for (const req of requirements) { if (demo.toLowerCase().includes(req.toLowerCase()) || req.toLowerCase().includes(demo.toLowerCase())) { score += 30; } } } } // Base score score += 50; // Cap at 100 return Math.min(score, 100); } // Process each business let totalMatches = 0; for (const business of businesses) { const businessName = business.basename; let businessMatches = 0; // Calculate matches for each grant for (const grant of grants) { const grantName = grant.basename; const score = calculateMatchScore(business, grant); // Update grant match score if it's high enough if (score >= 70) { await app.fileManager.processFrontMatter(grant, fm => { fm.match_score = score; return fm; }); businessMatches++; totalMatches++; } } new Notice(`Found <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord mathnormal" style="margin-right:0.10903em;">M</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">c</span><span class="mord mathnormal">h</span><span class="mord mathnormal">es</span></span><span class="mord mathnormal">ma</span><span class="mord mathnormal">t</span><span class="mord mathnormal">c</span><span class="mord mathnormal">h</span><span class="mord mathnormal">es</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal" style="margin-right:0.02778em;">or</span></span></span></span> </span> </span>{businessName}`); } new Notice(`Grant matching complete. Found ${totalMatches} total matches.`); return `Grant matching complete. Found ${totalMatches} total matches.`; } ``` ## 7. AI-Powered Content Generation ### 7.1 Create Improve Writing Script Create a file ``` _templates/improve_writing.js ``` : ``` module.exports = async function(tp) { // Get API configuration const configFile = app.vault.getAbstractFileByPath("_config/openrouter_api.md"); if (!configFile) { new Notice("OpenRouter API configuration not found!"); return "Error: Configuration not found"; } const configContent = await app.vault.read(configFile); const configFrontmatter = app.metadataCache.getFileCache(configFile).frontmatter; // Get current file const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentContent = await app.vault.read(currentFile); // Get selected text or extract content section let selectedText = window.getSelection().toString(); if (!selectedText) { // Try to extract content section const contentMatch = currentContent.match(/## Content\n([\s\S]*?)(?=\n##|$)/); if (contentMatch && contentMatch[1]) { selectedText = contentMatch[1].trim(); } else { new Notice("No text selected and couldn't find content section!"); return "Error: No text selected"; } } // Prepare prompt const prompt = `Please improve the following grant application text to make it more compelling, clear, and persuasive. Maintain the same key points but enhance the writing quality: ${selectedText}`; // Show loading notice new Notice("Improving writing with OpenRouter..."); try { // Make API request using APIRequest plugin const response = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${configFrontmatter.api_key}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': configFrontmatter.models.general, 'messages': [ { 'role': 'system', 'content': 'You are an expert grant writer with excellent writing skills. Your task is to improve the clarity, persuasiveness, and overall quality of grant application text while maintaining the same key points and information.' }, { 'role': 'user', 'content': prompt } ], 'temperature': 0.7, 'max_tokens': 1000 } }); // Check for errors if (response.error) { new Notice(`OpenRouter API Error: ${response.error.message}`); return "Error improving writing. Please try again later."; } // Get improved content const improvedContent = response.choices[0].message.content; // Create a new note with the improved content const improvedNotePath = `improved/${tp.file.title} - Improved.md`; // Create improved folder if it doesn't exist if (!app.vault.getAbstractFileByPath("improved")) { await app.vault.createFolder("improved"); } // Create improved note await app.vault.create(improvedNotePath, `# Improved Version of ${tp.file.title} ## Original Content ${selectedText} ## Improved Content ${improvedContent} ## Actions \`\`\`button name Use Improved Version type command action QuickAdd: Use Improved Content \`\`\` `); // Open the improved note const improvedFile = app.vault.getAbstractFileByPath(improvedNotePath); await app.workspace.getLeaf().openFile(improvedFile); new Notice("Writing improved successfully!"); return "Writing improved successfully!"; } catch (error) { console.error("Error improving writing:", error); new Notice(`Error: ${error.message}`); return "Error improving writing. Please try again later."; } } ``` ### 7.2 Create Use Improved Content Script Create a file ``` _templates/use_improved_content.js ``` : ``` module.exports = async function(tp) { // Get current file const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentContent = await app.vault.read(currentFile); // Extract improved content const improvedMatch = currentContent.match(/## Improved Content\n([\s\S]*?)(?=\n##|$)/); if (!improvedMatch || !improvedMatch[1]) { new Notice("Couldn't find improved content section!"); return "Error: No improved content found"; } const improvedContent = improvedMatch[1].trim(); // Get original file path const titleMatch = currentContent.match(/# Improved Version of (.*)/); if (!titleMatch || !titleMatch[1]) { new Notice("Couldn't determine original file!"); return "Error: Original file not found"; } const originalTitle = titleMatch[1].trim(); // Find original file const originalFiles = app.vault.getMarkdownFiles().filter(file => file.basename === originalTitle); if (originalFiles.length === 0) { new Notice("Original file not found!"); return "Error: Original file not found"; } const originalFile = originalFiles[0]; const originalContent = await app.vault.read(originalFile); // Update original file if (originalFile.path.startsWith("sections/")) { // For section files, update the content section await app.vault.modify(originalFile, originalContent.replace(/## Content\n[\s\S]*?(?=\n## Actions|<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;EOF&#x27;, got &#x27;#&#x27; at position 6: )/, `#2# Content\n" style="color:#cc0000">)/, `## Content\n</span> </span> </span>{improvedContent}\n\n`)); } else { // For other files, just append the improved content await app.vault.modify(originalFile, originalContent + "\n\n## Improved Content (Added " + tp.date.now("YYYY-MM-DD") + ")\n" + improvedContent); } // Open the original file await app.workspace.getLeaf().openFile(originalFile); new Notice("Improved content applied to original file!"); return "Improved content applied"; } ``` ## 8. Business and Grant Matching ### 8.1 Create Grant Matching Query Create a file ``` _queries/grant_matches.md ``` : ```` # Grant Matches for Businesses ```dataviewjs // Get all businesses const businesses = dv.pages("#business"); // Get all grants const grants = dv.pages("#grant"); // Function to calculate match score function calculateMatchScore(business, grant) { let score = 0; // Match by business type if (grant.grant_categories && business.business_type) { const categories = typeof grant.grant_categories === 'string' ? grant.grant_categories.split(",").map(c => c.trim()) : [grant.grant_categories]; // Map business types to relevant categories const categoryMap = { "Technology Website": ["Science and Technology", "Information and Statistics", "Business and Commerce"], "LPFM Radio Station": ["Community Development", "Media", "Education"], "Tenant Rights AI": ["Housing", "Consumer Protection", "Science and Technology"], "Superfood Company": ["Health", "Food and Nutrition"], "Hair Recycling": ["Health", "Natural Resources"], "Dating Platform": ["Science and Technology", "Business and Commerce"], "Land Flipping": ["Natural Resources", "Business and Commerce"], "Prepper Network": ["Community Development", "Education"], "Multifamily Investing": ["Housing", "Community Development"], "Coaching Firm": ["Education", "Business and Commerce"], "Student Storage": ["Education", "Business and Commerce"] }; const relevantCategories = categoryMap[business.business_type] || []; for (const category of categories) { if (relevantCategories.includes(category)) { score += 20; } } // Business and Commerce is a general category that matches most businesses if (categories.includes("Business and Commerce")) { score += 10; } } // Match by demographics if (grant.demographic_requirements && business.owner_demographics) { const demographics = Array.isArray(business.owner_demographics) ? business.owner_demographics : [business.owner_demographics]; const requirements = typeof grant.demographic_requirements === 'string' ? grant.demographic_requirements.split(",").map(d => d.trim()) : Array.isArray(grant.demographic_requirements) ? grant.demographic_requirements : []; for (const demo of demographics) { for (const req of requirements) { if (demo.toLowerCase().includes(req.toLowerCase()) || req.toLowerCase().includes(demo.toLowerCase())) { score += 30; } } } } // Base score score += 50; // Cap at 100 return Math.min(score, 100); } // Generate matches let matchesHtml = ""; for (const business of businesses) { matchesHtml += `<h2>${business.name}</h2>`; matchesHtml += `<table>`; matchesHtml += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Match Score</th></tr>`; // Calculate matches for this business const matches = []; for (const grant of grants) { const score = calculateMatchScore(business, grant); if (score >= 50) { matches.push({ grant: grant, score: score }); } } // Sort by score matches.sort((a, b) => b.score - a.score); // Display top 5 matches for (const match of matches.slice(0, 5)) { const grant = match.grant; matchesHtml += `<tr>`; matchesHtml += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; matchesHtml += `<td>${grant.issuer}</td>`; matchesHtml += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; matchesHtml += `<td>${grant.application_deadline ? grant.application_deadline : "Not specified"}</td>`; matchesHtml += `<td>${match.score}</td>`; matchesHtml += `</tr>`; } matchesHtml += `</table>`; } dv.paragraph(matchesHtml); ```` ### 8.2 Create Upcoming Deadlines Query Create a file ``` _queries/upcoming_deadlines.md ``` : ```` # Upcoming Grant Deadlines ```dataviewjs // Get current date const today = new Date(); // Get all grants with deadlines const grants = dv.pages("#grant") .where(g => g.application_deadline) .sort(g => g.application_deadline); // Function to calculate days left function daysLeft(deadline) { const deadlineDate = new Date(deadline); return Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); } // Group grants by deadline urgency const critical = grants.filter(g => daysLeft(g.application_deadline) <= 3 && daysLeft(g.application_deadline) >= 0); const warning = grants.filter(g => daysLeft(g.application_deadline) > 3 && daysLeft(g.application_deadline) <= 14); const upcoming = grants.filter(g => daysLeft(g.application_deadline) > 14 && daysLeft(g.application_deadline) <= 30); const future = grants.filter(g => daysLeft(g.application_deadline) > 30); const past = grants.filter(g => daysLeft(g.application_deadline) < 0); // Generate HTML let html = ""; // Critical deadlines if (critical.length > 0) { html += `<h2 style="color: red;">Critical Deadlines (0-3 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of critical) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td style="color: red; font-weight: bold;">${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Warning deadlines if (warning.length > 0) { html += `<h2 style="color: orange;">Approaching Deadlines (4-14 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of warning) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td style="color: orange; font-weight: bold;">${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Upcoming deadlines if (upcoming.length > 0) { html += `<h2>Upcoming Deadlines (15-30 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of upcoming) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td>${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Display HTML dv.paragraph(html); ```` ## 9. Application Management ### 9.1 Create Applications Kanban Board Create a file ``` kanban/applications_board.md ``` : ``` --- kanban-plugin: basic --- # Applications Board ## Researching %% kanban:settings ``` {"kanban-plugin":"basic","hide-tags-in-title":true,"hide-tags-display":true,"lane-width":300,"show-checkboxes":false,"tag-colors":[{"tagKey":"#application","color":"","backgroundColor":"rgba(0, 0, 0, 0.1)"}],"date-colors":[{"isToday":false,"distance":7,"direction":"after","color":"rgba(255, 0, 0, 1)"},{"isToday":false,"distance":14,"direction":"after","color":"rgba(255, 150, 0, 1)"}],"hide-date-in-title":true,"hide-date-display":true,"date-trigger":"application_deadline","date-format":"YYYY-MM-DD","metadata-keys":[{"metadataKey":"business","label":"Business","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"grant","label":"Grant","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"completion_percentage","label":"Completion","shouldHideLabel":false,"containsMarkdown":false},{"metadataKey":"application_deadline","label":"Deadline","shouldHideLabel":false,"containsMarkdown":false}],"lane-sort-method":"custom","lane-sort-direction":"ascending","card-sort-method":"custom","card-sort-direction":"ascending","prepend-archive-format":"{{date}}","prepend-archive-separator":" ","prepend-archive-date-format":"YYYY-MM-DD","archive-date-separator":" ","archive-date-format":"YYYY-MM-DD","hide-card-count":false,"hide-tags-in-title":false,"hide-tags-display":false,"show-checkboxes":false,"link-date-to-daily-note":false,"date-display-format":"YYYY-MM-DD","date-trigger":"deadline","date-format":"YYYY-MM-DD","hide-date-in-title":false,"hide-date-display":false,"lane-width":300,"tag-colors":[{"tagKey":"#application","color":"","backgroundColor":"rgba(0, 0, 0, 0.1)"}],"date-colors":[{"isToday":false,"distance":7,"direction":"after","color":"rgba(255, 0, 0, 1)"},{"isToday":false,"distance":14,"direction":"after","color":"rgba(255, 150, 0, 1)"}],"metadata-keys":[{"metadataKey":"business","label":"Business","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"grant","label":"Grant","shouldHideLabel":false,"containsMarkdown":true},{"metadataKey":"completion_percentage","label":"Completion","shouldHideLabel":false,"containsMarkdown":false},{"metadataKey":"application_deadline","label":"Deadline","shouldHideLabel":false,"containsMarkdown":false}],"lanes":["Researching","Drafting","Internal Review","Ready","Submitted","Won","Declined"]} ``` %% ## Drafting ## Internal Review ## Ready ## Submitted ## Won ## Declined ``` ### 9.2 Create Mark Application as Ready Script Create a file ``` _templates/mark_application_ready.js ``` : ``` module.exports = async function(tp) { // Get current application const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentFrontmatter = app.metadataCache.getFileCache(currentFile).frontmatter; if (!currentFrontmatter || currentFrontmatter.type !== "application") { new Notice("This is not a valid application file!"); return "Error: Not a valid application file"; } // Check completion percentage const completionPercentage = currentFrontmatter.completion_percentage || 0; if (completionPercentage < 100) { const proceed = await tp.system.suggester( ["Yes, mark as ready anyway", "No, I'll complete all sections first"], ["yes", "no"], false, "Application is not 100% complete. Proceed anyway?" ); if (proceed === "no") { new Notice("Operation cancelled"); return "Operation cancelled"; } } // Update frontmatter await app.fileManager.processFrontMatter(currentFile, fm => { fm.status = "ready"; fm.last_modified = tp.date.now("YYYY-MM-DD"); return fm; }); new Notice("Application marked as ready for submission!"); return "Application marked as ready"; } ``` ## 10. Dashboard and Reporting ### 10.1 Create Main Dashboard Create a file ``` dashboards/main_dashboard.md ``` : ```` # Grant Management Dashboard ## Upcoming Deadlines ```dataview TABLE grant_name as "Grant", issuer as "Issuer", application_deadline as "Deadline", (date(application_deadline) - date(today)).day as "Days Left" FROM #grant WHERE application_deadline != null AND application_deadline >= date(today) AND application_deadline <= date(today) + dur(14 days) SORT application_deadline ASC ```` ## My Applications ``` TABLE business.name as "Business", grant.grant_name as "Grant", status as "Status", completion_percentage as "Completion" FROM #application WHERE assigned_to = "You" SORT completion_percentage DESC ``` ## Recent Grants ``` TABLE grant_name as "Grant", issuer as "Issuer", amount as "Amount", application_deadline as "Deadline" FROM #grant SORT file.ctime DESC LIMIT 5 ``` ## Statistics ``` // Count businesses const businesses = dv.pages("#business").length; // Count grants const grants = dv.pages("#grant").length; // Count applications const applications = dv.pages("#application").length; // Count won applications const wonApplications = dv.pages("#application").where(p => p.status === "won").length; // Calculate success rate const submittedApplications = dv.pages("#application").where(p => ["submitted", "won", "declined"].includes(p.status)).length; const successRate = submittedApplications > 0 ? Math.round((wonApplications / submittedApplications) * 100) : 0; // Create HTML table const html = ` <div style="display:flex;flex-wrap:wrap;gap:10px;"> <div style="background-color:#4287f5;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${businesses}</h3> <p style="margin:0;">Businesses</p> </div> <div style="background-color:#f5a742;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${grants}</h3> <p style="margin:0;">Grants</p> </div> <div style="background-color:#42f584;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${applications}</h3> <p style="margin:0;">Applications</p> </div> <div style="background-color:#f54242;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${successRate}%</h3> <p style="margin:0;">Success Rate</p> </div> </div> `; dv.paragraph(html); ``` ## Quick Actions ``` name New Business type command action QuickAdd: Create Business ``` ``` name New Grant type command action QuickAdd: Create Grant ``` ``` name Applications Board type link action obsidian://open?vault=Grant%20Management&file=kanban%2Fapplications_board ``` ``` name Discover Grants type command action QuickAdd: Discover Grants ``` ```` ### 10.2 Create Business Dashboard Create a file `dashboards/business_dashboard.md`: ```markdown # Business Dashboard ## All Businesses ```dataview TABLE business_type as "Type", owner_demographics as "Demographics", annual_revenue as "Revenue" FROM #business SORT file.ctime DESC ```` ## Applications by Business ``` // Get all businesses const businesses = dv.pages("#business"); // Get all applications const applications = dv.pages("#application"); // Generate HTML let html = ""; for (const business of businesses) { const businessApps = applications.filter(a => a.business && a.business.path === business.file.path); if (businessApps.length > 0) { html += `<h3>${business.name}</h3>`; html += `<table>`; html += `<tr><th>Grant</th><th>Status</th><th>Completion</th><th>Deadline</th></tr>`; for (const app of businessApps) { const grant = dv.page(app.grant.path); const deadline = grant.application_deadline ? grant.application_deadline : "Not specified"; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">a</span><span class="mord mathnormal">pp</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${app.status}</td>`; html += `<td>${app.completion_percentage}%</td>`; html += `<td>${deadline}</td>`; html += `</tr>`; } html += `</table>`; } } dv.paragraph(html); ``` ## Business Success Metrics ``` // Get all businesses const businesses = dv.pages("#business"); // Get all applications const applications = dv.pages("#application"); // Generate HTML let html = `<table>`; html += `<tr><th>Business</th><th>Applications</th><th>Submitted</th><th>Won</th><th>Success Rate</th><th>Total Funding</th></tr>`; for (const business of businesses) { const businessApps = applications.filter(a => a.business && a.business.path === business.file.path); const submitted = businessApps.filter(a => ["submitted", "won", "declined"].includes(a.status)).length; const won = businessApps.filter(a => a.status === "won").length; const successRate = submitted > 0 ? Math.round((won / submitted) * 100) : 0; // Calculate total funding let totalFunding = 0; for (const app of businessApps.filter(a => a.status === "won")) { const grant = dv.page(app.grant.path); if (grant.amount) { totalFunding += grant.amount; } } html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">b</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span><span class="mord mathnormal">in</span><span class="mord mathnormal">ess</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{business.name}</a></td>`; html += `<td>${businessApps.length}</td>`; html += `<td>${submitted}</td>`; html += `<td>${won}</td>`; html += `<td>${successRate}%</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"></span></span> </span> </span>{totalFunding.toLocaleString()}</td>`; html += `</tr>`; } html += `</table>`; dv.paragraph(html); ``` ## Actions ``` name New Business type command action QuickAdd: Create Business ``` ``` name Match Grants to Businesses type command action QuickAdd: Match Grants to Businesses ``` ```` ### 10.3 Create Grant Dashboard Create a file `dashboards/grant_dashboard.md`: ```markdown # Grant Dashboard ## Grants by Deadline ```dataviewjs // Get current date const today = new Date(); // Get all grants with deadlines const grants = dv.pages("#grant") .where(g => g.application_deadline) .sort(g => g.application_deadline); // Function to calculate days left function daysLeft(deadline) { const deadlineDate = new Date(deadline); return Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); } // Group grants by deadline urgency const critical = grants.filter(g => daysLeft(g.application_deadline) <= 3 && daysLeft(g.application_deadline) >= 0); const warning = grants.filter(g => daysLeft(g.application_deadline) > 3 && daysLeft(g.application_deadline) <= 14); const upcoming = grants.filter(g => daysLeft(g.application_deadline) > 14 && daysLeft(g.application_deadline) <= 30); const future = grants.filter(g => daysLeft(g.application_deadline) > 30); const past = grants.filter(g => daysLeft(g.application_deadline) < 0); // Generate HTML let html = ""; // Critical deadlines if (critical.length > 0) { html += `<h2 style="color: red;">Critical Deadlines (0-3 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of critical) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td style="color: red; font-weight: bold;">${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Warning deadlines if (warning.length > 0) { html += `<h2 style="color: orange;">Approaching Deadlines (4-14 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of warning) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td style="color: orange; font-weight: bold;">${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Upcoming deadlines if (upcoming.length > 0) { html += `<h2>Upcoming Deadlines (15-30 days)</h2>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th><th>Days Left</th><th>Applications</th></tr>`; for (const grant of upcoming) { const days = daysLeft(grant.application_deadline); const applications = dv.pages("#application").where(a => a.grant && a.grant.path === grant.file.path).length; html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline}</td>`; html += `<td>${days}</td>`; html += `<td>${applications}</td>`; html += `</tr>`; } html += `</table>`; } // Display HTML dv.paragraph(html); ```` ## Grants by Category ``` // Get all grants const grants = dv.pages("#grant"); // Extract categories const categoryMap = {}; for (const grant of grants) { if (grant.grant_categories) { const categories = typeof grant.grant_categories === 'string' ? grant.grant_categories.split(",").map(c => c.trim()) : [grant.grant_categories]; for (const category of categories) { if (!categoryMap[category]) { categoryMap[category] = []; } categoryMap[category].push(grant); } } } // Generate HTML let html = ""; for (const category in categoryMap) { html += `<h3><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:1em;vertical-align:-0.25em;"></span><span class="mord"><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">e</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.03588em;">ory</span></span><span class="mopen">(</span></span></span></span> </span> </span>{categoryMap[category].length})</h3>`; html += `<table>`; html += `<tr><th>Grant</th><th>Issuer</th><th>Amount</th><th>Deadline</th></tr>`; for (const grant of categoryMap[category]) { html += `<tr>`; html += `<td><a href="<span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord mathnormal">t</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">i</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">e</span><span class="mord">.</span><span class="mord mathnormal">p</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">h</span></span><span class="mord">&quot;</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">&gt;</span></span></span></span> </span> </span>{grant.grant_name}</a></td>`; html += `<td>${grant.issuer}</td>`; html += `<td><span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;}&#x27;, got &#x27;EOF&#x27; at end of input: & rant.amount ? &quot;" style="color:#cc0000">{grant.amount ? &quot;</span> </span> </span>" + grant.amount.toLocaleString() : "Not specified"}</td>`; html += `<td>${grant.application_deadline || "Not specified"}</td>`; html += `</tr>`; } html += `</table>`; } dv.paragraph(html); ``` ## Actions ``` name New Grant type command action QuickAdd: Create Grant ``` ``` name Discover Grants type command action QuickAdd: Discover Grants ``` ```` ## 11. Automation and Workflows ### 11.1 Create Check Deadlines Script Create a file `_templates/check_deadlines.js`: ```javascript module.exports = async function(tp) { // Get all grants with deadlines const grants = app.vault.getMarkdownFiles().filter(file => { const fm = app.metadataCache.getFileCache(file).frontmatter; return fm && fm.type === "grant" && fm.application_deadline; }); // Get current date const today = new Date(); // Function to calculate days left function daysLeft(deadline) { const deadlineDate = new Date(deadline); return Math.ceil((deadlineDate - today) / (1000 * 60 * 60 * 24)); } // Check for approaching deadlines let criticalCount = 0; let warningCount = 0; for (const grant of grants) { const fm = app.metadataCache.getFileCache(grant).frontmatter; const days = daysLeft(fm.application_deadline); // Get applications for this grant const applications = app.vault.getMarkdownFiles().filter(file => { const appFm = app.metadataCache.getFileCache(file).frontmatter; return appFm && appFm.type === "application" && appFm.grant === `[[${grant.basename}]]`; }); // Check if deadline is approaching if (days >= 0 && days <= 3) { criticalCount++; // Create notification for each application for (const app of applications) { const appFm = app.metadataCache.getFileCache(app).frontmatter; // Create notification await tp.user.create_notification( appFm.assigned_to, `CRITICAL: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">d</span><span class="mord mathnormal">e</span><span class="mord mathnormal">a</span><span class="mord mathnormal">d</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">in</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days`, `The grant application for <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">i</span><span class="mord mathnormal">s</span><span class="mord mathnormal">d</span><span class="mord mathnormal">u</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days. Current status: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.13889em;">ppF</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal">s</span><span class="mord mathnormal">t</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span></span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal" style="margin-right:0.07153em;">C</span><span class="mord mathnormal">o</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span></span></span></span> </span> </span>{appFm.completion_percentage}%`, "critical" ); } // If no applications, create general notification if (applications.length === 0) { await tp.user.create_notification( "You", `CRITICAL: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">d</span><span class="mord mathnormal">e</span><span class="mord mathnormal">a</span><span class="mord mathnormal">d</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">in</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days`, `The grant <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">i</span><span class="mord mathnormal">s</span><span class="mord mathnormal">d</span><span class="mord mathnormal">u</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days and has no applications yet.`, "critical" ); } } else if (days > 3 && days <= 14) { warningCount++; // Create notification for each application for (const app of applications) { const appFm = app.metadataCache.getFileCache(app).frontmatter; // Create notification await tp.user.create_notification( appFm.assigned_to, `WARNING: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">d</span><span class="mord mathnormal">e</span><span class="mord mathnormal">a</span><span class="mord mathnormal">d</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mord mathnormal">in</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days`, `The grant application for <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.10764em;">f</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal" style="margin-right:0.03588em;">g</span><span class="mord mathnormal" style="margin-right:0.02778em;">r</span><span class="mord mathnormal">an</span><span class="mord"><span class="mord mathnormal">t</span><span class="msupsub"><span class="vlist-t vlist-t2"><span class="vlist-r"><span class="vlist" style="height:0.1514em;"><span style="top:-2.55em;margin-left:0em;margin-right:0.05em;"><span class="pstrut" style="height:2.7em;"></span><span class="sizing reset-size6 size3 mtight"><span class="mord mathnormal mtight">n</span></span></span></span><span class="vlist-s"> </span></span><span class="vlist-r"><span class="vlist" style="height:0.15em;"><span></span></span></span></span></span></span><span class="mord mathnormal">am</span><span class="mord mathnormal">e</span></span><span class="mord mathnormal">i</span><span class="mord mathnormal">s</span><span class="mord mathnormal">d</span><span class="mord mathnormal">u</span><span class="mord mathnormal">e</span><span class="mord mathnormal">in</span></span></span></span> </span> </span>{days} days. Current status: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.13889em;">ppF</span><span class="mord mathnormal">m</span><span class="mord">.</span><span class="mord mathnormal">s</span><span class="mord mathnormal">t</span><span class="mord mathnormal">a</span><span class="mord mathnormal">t</span><span class="mord mathnormal">u</span><span class="mord mathnormal">s</span></span><span class="mpunct">,</span><span class="mspace" style="margin-right:0.1667em;"></span><span class="mord mathnormal" style="margin-right:0.07153em;">C</span><span class="mord mathnormal">o</span><span class="mord mathnormal">m</span><span class="mord mathnormal" style="margin-right:0.01968em;">pl</span><span class="mord mathnormal">e</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">o</span><span class="mord mathnormal">n</span><span class="mspace" style="margin-right:0.2778em;"></span><span class="mrel">:</span></span></span></span> </span> </span>{appFm.completion_percentage}%`, "warning" ); } } } new Notice(`Deadline check complete: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.02778em;">cr</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.07153em;">lC</span><span class="mord mathnormal">o</span><span class="mord mathnormal">u</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span></span><span class="mord mathnormal" style="margin-right:0.02778em;">cr</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mpunct">,</span></span></span></span> </span> </span>{warningCount} warning`); return `Deadline check complete: <span class="math-inline-wrapper" style="display: inline-block; vertical-align: baseline; margin: 0 0.25em;"> <span class="math-formula" style="font-family: 'Times New Roman', serif; line-height: inherit;"> <span class="katex"><span class="katex-html" aria-hidden="true"><span class="base"><span class="strut" style="height:0.8889em;vertical-align:-0.1944em;"></span><span class="mord"><span class="mord mathnormal" style="margin-right:0.02778em;">cr</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.07153em;">lC</span><span class="mord mathnormal">o</span><span class="mord mathnormal">u</span><span class="mord mathnormal">n</span><span class="mord mathnormal">t</span></span><span class="mord mathnormal" style="margin-right:0.02778em;">cr</span><span class="mord mathnormal">i</span><span class="mord mathnormal">t</span><span class="mord mathnormal">i</span><span class="mord mathnormal">c</span><span class="mord mathnormal">a</span><span class="mord mathnormal" style="margin-right:0.01968em;">l</span><span class="mpunct">,</span></span></span></span> </span> </span>{warningCount} warning`; } ```` ### 11.2 Create Notification Script Create a file ``` _templates/create_notification.js ``` : ``` module.exports = async function(tp, user, title, message, type = "info") { // Create notifications folder if it doesn't exist if (!app.vault.getAbstractFileByPath("notifications")) { await app.vault.createFolder("notifications"); } // Create notification file const notificationId = Date.now(); const notificationPath = `notifications/${notificationId}.md`; const notificationContent = `--- type: notification user: "${user}" title: "${title}" message: "${message}" notification_type: "${type}" created: ${tp.date.now("YYYY-MM-DD HH:mm:ss")} read: false --- # ${title} ${message} ## Actions \`\`\`button name Mark as Read type command action QuickAdd: Mark Notification as Read \`\`\` `; await app.vault.create(notificationPath, notificationContent); // Show notification new Notice(`New notification: ${title}`); return notificationId; } ``` ### 11.3 Create Mark Notification as Read Script Create a file ``` _templates/mark_notification_read.js ``` : ``` module.exports = async function(tp) { // Get current notification const currentFile = tp.file.find_tfile(tp.file.path(true)); const currentFrontmatter = app.metadataCache.getFileCache(currentFile).frontmatter; if (!currentFrontmatter || currentFrontmatter.type !== "notification") { new Notice("This is not a valid notification file!"); return "Error: Not a valid notification file"; } // Update frontmatter await app.fileManager.processFrontMatter(currentFile, fm => { fm.read = true; return fm; }); new Notice("Notification marked as read"); return "Notification marked as read"; } ``` ## 12. Advanced Features ### 12.1 Create Weekly Review Template Create a file ``` _templates/weekly_review.md ``` : ```` <%* // Get week number and dates const weekNumber = tp.date.now("YYYY-[W]ww"); const weekStart = moment().startOf('week').format("YYYY-MM-DD"); const weekEnd = moment().endOf('week').format("YYYY-MM-DD"); -%> --- type: weekly_review week: "<% weekNumber %>" start_date: <% weekStart %> end_date: <% weekEnd %> --- # Weekly Review: <% weekNumber %> ## Grant Discovery ### New Grants This Week ```dataview TABLE grant_name as "Grant", issuer as "Issuer", amount as "Amount", application_deadline as "Deadline" FROM #grant WHERE file.ctime >= date(<% weekStart %>) AND file.ctime <= date(<% weekEnd %>) SORT file.ctime DESC ```` ### Upcoming Deadlines ``` TABLE grant_name as "Grant", issuer as "Issuer", application_deadline as "Deadline", (date(application_deadline) - date(today)).day as "Days Left" FROM #grant WHERE application_deadline != null AND application_deadline >= date(today) AND application_deadline <= date(today) + dur(14 days) SORT application_deadline ASC ``` ## Application Progress ### Applications Updated This Week ``` TABLE business.name as "Business", grant.grant_name as "Grant", status as "Status", completion_percentage as "Completion" FROM #application WHERE file.mtime >= date(<% weekStart %>) AND file.mtime <= date(<% weekEnd %>) SORT file.mtime DESC ``` ### Applications by Status ``` // Get all applications const applications = dv.pages("#application"); // Count by status const statusCounts = {}; const statuses = ["researching", "drafting", "internal_review", "ready", "submitted", "won", "declined"]; for (const status of statuses) { statusCounts[status] = applications.filter(a => a.status === status).length; } // Generate HTML let html = `<table>`; html += `<tr><th>Status</th><th>Count</th></tr>`; for (const status of statuses) { html += `<tr>`; html += `<td>${status.charAt(0).toUpperCase() + status.slice(1)}</td>`; html += `<td>${statusCounts[status]}</td>`; html += `</tr>`; } html += `</table>`; dv.paragraph(html); ``` ## Action Items - [ ] Review new grants and match with businesses - [ ] Check approaching deadlines and prioritize applications - [ ] Update application statuses - [ ] Plan next week's grant discovery activities ## Notes ## Actions ``` name Discover Grants type command action QuickAdd: Discover Grants ``` ``` name Match Grants to Businesses type command action QuickAdd: Match Grants to Businesses ``` ``` name Check Deadlines type command action QuickAdd: Check Deadlines ``` ```` ### 12.2 Create Grant Success Analysis Template Create a file `_templates/grant_success_analysis.md`: ```markdown <%* // Get date const analysisDate = tp.date.now("YYYY-MM-DD"); -%> --- type: grant_analysis date: <% analysisDate %> --- # Grant Success Analysis - <% analysisDate %> ## Overall Success Metrics ```dataviewjs // Get all applications const applications = dv.pages("#application"); // Count by status const total = applications.length; const submitted = applications.filter(a => ["submitted", "won", "declined"].includes(a.status)).length; const won = applications.filter(a => a.status === "won").length; const declined = applications.filter(a => a.status === "declined").length; const pending = applications.filter(a => a.status === "submitted").length; // Calculate success rate const successRate = submitted > 0 ? Math.round((won / submitted) * 100) : 0; // Calculate total funding let totalFunding = 0; for (const app of applications.filter(a => a.status === "won")) { const grant = dv.page(app.grant.path); if (grant.amount) { totalFunding += grant.amount; } } // Generate HTML let html = `<div style="display:flex;flex-wrap:wrap;gap:10px;">`; html += `<div style="background-color:#4287f5;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 ```` continue ![AI](C:\Users\HP\Nextcloud\PortableApps\ObsidianPortable\Data\images\img.icons8_claude_brown.png)Claude 3.7 Sonnet (Thinking) ``` <h3 style="margin:0;">${total}</h3> <p style="margin:0;">Total Applications</p> </div>`; html += `<div style="background-color:#f5a742;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${submitted}</h3> <p style="margin:0;">Submitted</p> </div>`; html += `<div style="background-color:#42f584;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${won}</h3> <p style="margin:0;">Won</p> </div>`; html += `<div style="background-color:#f54242;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;">${successRate}%</h3> <p style="margin:0;">Success Rate</p> </div>`; html += `<div style="background-color:#42b0f5;color:white;padding:15px;border-radius:5px;width:200px;"> <h3 style="margin:0;"><div class="my-2 w-full flex justify-center text-gray-900 scrollbar-thin dark:text-gray-100"> <div style="all: revert; font-size: 1rem; text-align: center; max-width: 100%; overflow-x: auto; display: inline-block;"> <div class="math-formula scrollbar-thin" style="font-family: 'Times New Roman', serif; line-height: 1.5; padding: 0.5rem 0; min-width: min-content;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;EOF&#x27;, got &#x27;#&#x27; at position 133: & ph(html); ``` #2# Success by Bu& " style="color:#cc0000">{totalFunding.toLocaleString()}</h3> <p style="margin:0;">Total Funding</p> </div>`; html += ``` &lt;/div&gt; ``` ; dv.paragraph(html); ```` ## Success by Business Type ```dataviewjs // Get all applications const applications = dv.pages(&quot;#application&quot;); // Group by business type const businessTypeMap = {}; for (const app of applications.filter(a =&gt; [&quot;submitted&quot;, &quot;won&quot;, &quot;declined&quot;].includes(a.status))) { const business = dv.page(app.business.path); const businessType = business.business_type; if (!businessTypeMap[businessType]) { businessTypeMap[businessType] = { submitted: 0, won: 0, funding: 0 }; } businessTypeMap[businessType].submitted++; if (app.status === &quot;won&quot;) { businessTypeMap[businessType].won++; const grant = dv.page(app.grant.path); if (grant.amount) { businessTypeMap[businessType].funding += grant.amount; } } } // Generate HTML let html = `&lt;table&gt;`; html += `&lt;tr&gt;&lt;th&gt;Business Type&lt;/th&gt;&lt;th&gt;Submitted&lt;/th&gt;&lt;th&gt;Won&lt;/th&gt;&lt;th&gt;Success Rate&lt;/th&gt;&lt;th&gt;Total Funding&lt;/th&gt;&lt;/tr&gt;`; for (const businessType in businessTypeMap) { const data = businessTypeMap[businessType]; const successRate = data.submitted &gt; 0 ? Math.round((data.won / data.submitted) * 100) : 0; html += `&lt;tr&gt;`; html += `&lt;td&gt;${businessType}&lt;/td&gt;`; html += `&lt;td&gt;${data.submitted}&lt;/td&gt;`; html += `&lt;td&gt;${data.won}&lt;/td&gt;`; html += `&lt;td&gt;${successRate}%&lt;/td&gt;`; html += `&lt;td&gt;</span> </div> </div> </div>{data.funding.toLocaleString()}</td>`; html += `</tr>`; } html += `</table>`; dv.paragraph(html); ```` ## Success by Grant Category ``` // Get all applications const applications = dv.pages("#application"); // Group by grant category const categoryMap = {}; for (const app of applications.filter(a => ["submitted", "won", "declined"].includes(a.status))) { const grant = dv.page(app.grant.path); const categories = typeof grant.grant_categories === 'string' ? grant.grant_categories.split(",").map(c => c.trim()) : [grant.grant_categories]; for (const category of categories) { if (!categoryMap[category]) { categoryMap[category] = { submitted: 0, won: 0, funding: 0 }; } categoryMap[category].submitted++; if (app.status === "won") { categoryMap[category].won++; if (grant.amount) { categoryMap[category].funding += grant.amount; } } } } // Generate HTML let html = `<table>`; html += `<tr><th>Grant Category</th><th>Submitted</th><th>Won</th><th>Success Rate</th><th>Total Funding</th></tr>`; for (const category in categoryMap) { const data = categoryMap[category]; const successRate = data.submitted > 0 ? Math.round((data.won / data.submitted) * 100) : 0; html += `<tr>`; html += `<td>${category}</td>`; html += `<td>${data.submitted}</td>`; html += `<td>${data.won}</td>`; html += `<td>${successRate}%</td>`; html += `<td><div class="my-2 w-full flex justify-center text-gray-900 scrollbar-thin dark:text-gray-100"> <div style="all: revert; font-size: 1rem; text-align: center; max-width: 100%; overflow-x: auto; display: inline-block;"> <div class="math-formula scrollbar-thin" style="font-family: 'Times New Roman', serif; line-height: 1.5; padding: 0.5rem 0; min-width: min-content;"> <span class="katex-error" title="ParseError: KaTeX parse error: Expected &#x27;EOF&#x27;, got &#x27;}&#x27; at position 59: & ml += `&lt;/tr&gt;`; }2 html += `&lt;/ta& " style="color:#cc0000">{data.funding.toLocaleString()}&lt;/td&gt;`; html += `&lt;/tr&gt;`; } html += `&lt;/table&gt;`; dv.paragraph(html); ``` ## Success by Demographics ``` // Get all applications const applications = dv.pages(&quot;#application&quot;); // Group by demographics const demographicsMap = {}; for (const app of applications.filter(a =&gt; [&quot;submitted&quot;, &quot;won&quot;, &quot;declined&quot;].includes(a.status))) { const business = dv.page(app.business.path); const demographics = Array.isArray(business.owner_demographics) ? business.owner_demographics : [business.owner_demographics]; for (const demo of demographics) { if (!demographicsMap[demo]) { demographicsMap[demo] = { submitted: 0, won: 0, funding: 0 }; } demographicsMap[demo].submitted++; if (app.status === &quot;won&quot;) { demographicsMap[demo].won++; const grant = dv.page(app.grant.path); if (grant.amount) { demographicsMap[demo].funding += grant.amount; } } } } // Generate HTML let html = `&lt;table&gt;`; html += `&lt;tr&gt;&lt;th&gt;Demographics&lt;/th&gt;&lt;th&gt;Submitted&lt;/th&gt;&lt;th&gt;Won&lt;/th&gt;&lt;th&gt;Success Rate&lt;/th&gt;&lt;th&gt;Total Funding&lt;/th&gt;&lt;/tr&gt;`; for (const demo in demographicsMap) { const data = demographicsMap[demo]; const successRate = data.submitted &gt; 0 ? Math.round((data.won / data.submitted) * 100) : 0; html += `&lt;tr&gt;`; html += `&lt;td&gt;${demo}&lt;/td&gt;`; html += `&lt;td&gt;${data.submitted}&lt;/td&gt;`; html += `&lt;td&gt;${data.won}&lt;/td&gt;`; html += `&lt;td&gt;${successRate}%&lt;/td&gt;`; html += `&lt;td&gt;</span> </div> </div> </div>{data.funding.toLocaleString()}</td>`; html += `</tr>`; } html += `</table>`; dv.paragraph(html); ``` ## Recommendations ``` // Get API configuration const configFile = dv.page("_config/openrouter_api.md"); const apiKey = configFile.api_key; // Prepare prompt const prompt = `Based on the grant success analysis above, please provide 3-5 strategic recommendations for improving grant success rates. Consider the business types, grant categories, and demographics that have shown the highest success rates.`; // Make API request const response = await apiRequest({ url: 'https://openrouter.ai/api/v1/chat/completions', method: 'POST', headers: { 'Authorization': `Bearer ${apiKey}`, 'Content-Type': 'application/json', 'HTTP-Referer': 'https://obsidian.md', 'X-Title': 'Grant Management System' }, body: { 'model': 'mistralai/mistral-7b-instruct', 'messages': [ { 'role': 'system', 'content': 'You are an expert grant consultant who provides strategic recommendations based on grant success data.' }, { 'role': 'user', 'content': prompt } ], 'temperature': 0.7, 'max_tokens': 500 } }); // Display recommendations if (response && response.choices && response.choices[0]) { dv.paragraph(response.choices[0].message.content); } else { dv.paragraph("Unable to generate recommendations. Please try again later."); } ``` ## Actions ``` name Generate New Analysis type command action QuickAdd: Generate Grant Success Analysis ``` ```` ## 13. Backup and Synchronization ### 13.1 Configure Obsidian Git 1. Go to Settings > Obsidian Git 2. Enable "Auto backup after file change" 3. Set "Backup interval" to 30 minutes 4. Set "Commit message" to "Auto backup: {{date}}" 5. Enable "Push on backup" 6. Enable "Pull on startup" ### 13.2 Create Backup Script Create a file `_templates/backup_vault.js`: ```javascript module.exports = async function(tp) { // Get current date and time const timestamp = tp.date.now("YYYY-MM-DD HH:mm:ss"); // Create backup message const message = `Manual backup: ${timestamp}`; // Execute git commands try { // Check if ObsidianGit plugin is available if (!app.plugins.plugins.obsidian-git) { new Notice("Obsidian Git plugin not found!"); return "Error: Obsidian Git plugin not found"; } // Get plugin instance const gitPlugin = app.plugins.plugins["obsidian-git"]; // Stage all changes await gitPlugin.gitManager.stage(); // Commit changes await gitPlugin.gitManager.commit(message); // Push changes await gitPlugin.gitManager.push(); new Notice("Backup completed successfully!"); return "Backup completed successfully"; } catch (error) { console.error("Backup error:", error); new Notice(`Backup error: ${error.message}`); return `Backup error: ${error.message}`; } } ```` ## 14. Daily Usage Guide ### 14.1 Morning Routine 1. Open Obsidianand navigate to your Grant Management vault 2. Check Daily Noteby clicking on the Calendar icon in the left sidebar and selecting today's date 3. Review Upcoming Deadlineson the daily note to identify critical and approaching deadlines 4. Check Notificationsby opening the notifications folder and reviewing any unread notifications 5. Plan Your Daybased on deadlines and priorities ### 14.2 Grant Discovery 1. Run Grant Discoveryby clicking the "Discover Grants" button on the main dashboard 2. Review New Grantsin the discovery results 3. Match Grants to Businessesby clicking the "Match Grants to Businesses" button 4. Review Matchesin the grant matches query ### 14.3 Application Work 1. Select an Applicationfrom the Applications Board or from the My Applications section on the dashboard 2. Update Application Sectionsby: - Opening a section - Using the "Generate AI Content" button to create content with OpenRouter - Editing the content as needed - Using the "Improve Writing" button to enhance the content - Marking the section as complete when finished 3. Track Progresson the application page, which shows completion percentage 4. Update Application Statuswhen ready to move to the next stage ### 14.4 End of Day 1. Update Application Statusesfor any applications you've worked on 2. Check Deadlinesagain to ensure nothing is missed 3. Backup Your Vaultby running the backup script or letting the automatic backup handle it ### 14.5 Weekly Review 1. Generate Weekly Reviewat the end of each week 2. Analyze Grant Successperiodically to identify trends and opportunities 3. Refine Strategybased on success metrics and recommendations ## Conclusion This comprehensive guide provides everything you need to build a powerful grant management system in Obsidian with OpenRouter API integration. By following these steps, you'll create a system that can: 1. Discover Grantsautomatically from multiple sources 2. Match Grants to Businessesbased on business type, demographics, and other factors 3. Generate AI Contentfor grant applications using different OpenRouter models optimized for specific content types 4. Track Application Progressthrough a visual kanban board and completion percentages 5. Monitor Deadlinesand receive notifications for approaching deadlines 6. Analyze Success Metricsto improve your grant application strategy The system is highly customizable and can be extended with additional features as needed. The integration with OpenRouter APIs provides powerful AI capabilities that can significantly improve the quality and efficiency of your grant writing process.{